Removing Claims marked as Prepared

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Doris Carter

• November 23, 2021 11:19

Hi, I have a problem and need help.  I have submitted claims via various EAP portals, I create claims to remove them from the Unbilled Appointments list but did not submit them and they are noted as prepared on my Claims page.  I  have received payments, and have manually entered the insurance payment.  I have a few claims that are still showing up as needing to be filed with insurance!  How do I clear this out?  I have checked and made sure that the "Insurance Paid" + "Client Owes" + "Write-Off" equal the amount billed for each service listed on the claim.  But the claim still remains in Claims marked as Prepared. 

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  Sara

  • November 23, 2021 18:50

  Hi Doris,

  I have gone ahead and created a Help Request on your behalf so that someone from our Customer Success team can follow up with you and provide a workflow to resolve your claim issue.

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