Re-submitting a claim
This article will cover how to make adjustments to an invoice, re-submit a claim, and clone existing invoices. Please be aware that re-submitting a new claim will also generate a new claim number, and the previous claim number will no longer be relevant. When cloning invoices all details will remain the same including invoice dates, and service dates, only the invoice number will be updated automatically.
Re-Submitting a Rejected Claim
To make adjustments to an invoice and re-submit a rejected claim, navigate to the In Progress stage of Claiming. You can navigate here by selecting Accounts from the top of your MediRecords screen followed by Claiming and In Progress
Click the Tick-Box to the left of the rejected claim you would like to re-submit, followed by clicking View Services.
Select the checkbox next to an item you would like to resubmit, this will automatically highlight all items within this invoice. To update this invoice and resubmit, select Re-Submit.
Note: By selecting Re-Submit MediRecords will automatically retrieve any Process and Payment Reports associated with this claim.
You will be presented with a pop-up that reads "Would you like to create a new invoice for resubmission?"
Select Yes.
The original invoice will be fully adjusted and a new cloned invoice will be generated. This new invoice is almost identical to the original, the only updated field will be the invoice number. You can now make adjustments to the invoice.
Once you have finished updating the invoice, select Claim.
This invoice will now appear in the unclaimed amount screen ready to be resubmitted.
Cloning Invoices
To simplify submitting re-occurring claims, MediRecords has enabled cloning invoices from the Claims Completed Screen and the Patient's Accounts section.
First, navigate to the Claims Completed Screen by selecting Accounts, then Claiming followed by the Claims Completed this Week doughnut.
Select the checkbox next to the claim containing the invoice you would like to resubmit, followed by View Services.
Select the checkbox next to the invoice you would like to clone, then select Re-Submit.
You will be presented with a pop-up that reads "Would you like to create a new invoice for resubmission?"
Select Yes.
A new cloned invoice will be generated. This new invoice is almost identical to the original, the only updated field will be the invoice number. You can now make adjustments to the invoice.
Once you have finished updating the invoice, select Claim.
This invoice will now appear in the unclaimed amount screen ready to be resubmitted.
Patient Accounts
To clone an invoice from the patient's account, first, open the patient record then select Accounts.
Select the check box next to the invoice you would like to clone, then select More followed by Clone Invoice.
A new invoice pop-up will generate, this invoice is identical to the original invoice apart from the invoice number which has been updated. All fields on this cloned invoice can be updated and adjusted, then finalized as per your usual process.
