When a note is amended in a way that alters the billing for that DOS, the associated claim will need to be adjusted. This process will differ depending on where the claim is in the process:
Claims that have not yet been sent:
- Navigate to Billing or Claims
- Locate the claim in the All bucket by filtering by patient name
- Open the claim by clicking on the DOS
- You should see two boxes - one named "Original" and one named "A1"
- Click Use This Version on the desired note
- Confirm
Claims that have been sent but not yet returned by the payer:
- Contact the payer to see how they would like to proceed with voiding / resubmitting the claim
Claims that have been returned by the payer:
- Send the original claim back to the Ready to Submit bucket
- Resubmit with the correct note version