How do I delete or edit an invoice for a claim which has already been submitted?
If a claim has already been submitted, you will not be able to edit or delete the invoice directly. A pending payment is automatically attached when a claim is submitted, which locks the invoice. To make changes, you need to reverse the claim first, then clear any remaining blocks before editing or deleting the invoice.
Important: Always mark the claim as reversed from the claims management tool, do not delete the pending payment manually. If the pending payment is deleted without reversing the claim, payments can be incorrectly applied against the deleted invoice in claims management, causing further issues.
Go to the claim management tool.
Locate the relevant claim and select 'Mark as reversed'.
If there is a payment allocated to the invoice, open the invoice and unallocate the payment.
If there is an adjustment applied to the invoice, remove the adjustment.
If the treatment plan is closed, reopen it.
Once all of the above are cleared, open the invoice and edit or delete it as needed.