Sometimes Medicare or DVA can reject your transmitted claims for not containing certain information they require in order to process the claim. Rather than deleting the invoice all together, you can easily edit the invoice accordingly to meet Medicare's or DVA's requirements to then resubmit the claim.

There are two workflows you can follow in order to resubmit a claim.


Resubmitting a rejected claim: editing an invoice

  1. From your client's file, click Invoicing 


2. Hover your mouse cursor over Actions and click Edit

đź’ˇ Prior to resubmitting the claim, the invoice will need to be unlocked


3. Scroll down to the bottom, set Send request now to Yes and click Update Invoice


4. After resubmitting the claim, you should then see the assignment advice

Resubmitting a rejected claim: actions within the invoicing section

  1. From your client's file, click Invoicing 


2. Hover your mouse cursor over Actions and click BB

đź’ˇ If you don't see a BB button, you may be trying to resubmit a different type of claim

Patient claims = PCI

DVA Medical claims = DVA Medical

DVA Allied Health claims = DVA Allied Health


3. Click Re-submit and confirm the resubmission by clicking OK on your browser's pop up box

4. You should then see another pop up box confirming the claim was resubmitted

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