There are two helpful ways to manage Claims from the Patient Profile: bulk downloads and deleting unwanted Claims. 🤩 To do this, head over to the Financials tab of the Patient Profile and scroll down to Claims.

To download Claims in bulk, you will either Select All or select the desired Claims you would like to download. Next, you select Download HCFA PDFs from the Bulk Actions dropdown menu.

To delete unwanted Claims, scroll to the far right of the Claims and locate the Trash Icon under the Actions Column.

✨Note:✨ Only Claims that have not been Submitted to the clearinghouse may be deleted. If you have accidentally Submitted a Claim in error, we recommend reaching out the Clearinghouse as soon as possible to avoid a rejected Claim.

Happy managing 😎