Editing & Resubmitting Claims - Denied, processing, etc.

Editing & Resubmitting Claims - Denied, processing, etc.

Claims with a status of processing, completed or, denied are not editable and will read 'Insurance Claim Exists: Editing and deletion functionalities are currently disabled.'

To edit and resubmit a claim (processing or completed), the claim must first be manually moved to Denied.

Select Actions ➡️ Change Status Manually.


Next, a popup window will appear.
Date - date of the status change
Status - Denied
Amount - billed amount



To edit a denied claim, select Actions ➡️ Regenerate Claim.


Then, select Yes on the confirmation pop-up.



If you are in the Claim Center, the claim will move to the Pending Claims tab where you can select the date of service to edit appointment details.





Once you have made all of the necessary changes, you will select Actions ➡️ File Claim.

During this step, you will be prompted to choose a resubmission code (pop-up window).






    • Related Articles

    • Setting Up the Claims Center

      STEP 1: Adding providers to the Claims Center Navigate to Settings from the main menu then click Claims Center. Go to Providers & Payers tab and click on the Add Provider and/or Create Organization button(s). Add Provider - A pop-up box will then ...

    • Insurance Automation Options

      Users can choose to automate many insurance processes by navigating to Settings - Account Settings - Practice Settings - Insurance. Auto File Claims: when enabled claims will be submitted automatically once all necessary items are complete (note, ...

    • How to Add Payment Methods and Take Payments

      How to Add and Manage Payment Methods in the Platform This guide walks you through how to add payment methods, verify correct formatting, and process payments within the platform. 1. Adding a Payment Method To add a card on file for a client: Open ...

    • Bulk-Editing Client List

      You can utilize our Bulk Options feature to quickly make changes to several of your clients in one place or to convert a client profile to a contact card for another client. Step 1: Navigate to the Clients tab. Step 2: Click on the Bulk Options ...

    • Prevent Professionals from Editing Their Auto-sign Note Settings

      Overview Administrators now have the ability to control whether Basic Professionals can edit their own auto‑sign note settings. This permission helps practices maintain consistent documentation standards and prevents accidental or unauthorized ...