If a claim was submitted in error, or with incorrect information, you may need to void/cancel it. Once a claim is submitted, simply deleting it in your account won't delete it on the payer's end. In these instances, a voided claim can be used to indicate to the payer that they should stop processing it.
Payer requirements for voiding claims may vary, and can be dependent on the current status of a claim. To determine what's required for the payer that you're billing, you can call their Provider Services department and reference the claim using the client's DOB and the date(s) of service listed on the claim. In some cases, they may be able to void the submission while on the phone with you, or they will detail their requirements for submitting either a voided claim or a corrected claim.
Note: If the payer requires a corrected claim, see When to submit a corrected claim in SimplePractice and how.
To void/cancel a claim:
- Contact the payer and advise that a claim was submitted in error. Ask if this claim should be voided/canceled so that you can submit a claim with the correct information
- Some payers will allow you to void/cancel the claim over the phone. You can reference the claim using the client's name, member ID, dates of service, and/or Payer Claim # when calling
- If the payer requires a voided/canceled claim to be submitted, request the original claim number. This number will come directly from the payer
- Open the claim that was submitted in error and click Edit
- Scroll down to box 22 and select Cancellation
- Enter the claim # provided by the payer in the Original Ref. Number field.
- Click Save and Submit.