There are a few helpful ways to manage claims from the Patient Profile: downloading the claims, and deleting unwanted claims. You can also pull up claims that have been archived from the Claims Tab! 🤩 To do this, head over to the Financials tab of the Patient Profile and scroll down to Claims.

There are two formats that you can download claims in Clerk: with or without lines. If your clinic has blank HCFAs that you print the claim information onto, you will want to select the option to download the PDFs as is (the first option). If you would like to print the HCFAs with the lines onto a blank piece of paper, you will choose the second option listed:

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 a New or Ready for Submission status may be deleted.

To pull up a claim that has been archived from the Claims tab, toggle Show Archived to ON, and the archived claim should be shown in grey:

✨Note:✨ If the claim should not be archived, you may unarchive this claim in the Claims tab:

Happy managing 😎