Bulk Remove from Payment

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Removing claims from a payment (Coming August 21, 2021)

We have a new area inside our payment posting screen. 

There has always been a Flat View of the claims, but our new feature will allow you to remove multiple claims from a payment at one time.

This can be found inside the Billing tab -> Payments

You will be able to remove selected claims from the payment if they were added and are not needed by starting in the Flat view of the payment. Select Delete from the drop-down Menu:

After selecting the option, check the boxes next to the claims you would like to remove from this payment or check the box at the top to select all claims (highlighted in a green box below):

Last, click on the Submit button:

This will remove the listed claim lines from the payment. They can be re-added in the Apply | Claims area by clicking on Add Date of Service if it is needed back on this payment.