How to Revert a claim status from 'Paid' to 'Sent to Insurer'

Reverting a claim from 'Paid' to 'Sent To Insurer' will unallocate this amount from the claim payment and allow users to update claims to 'Pending' for deletion.

How to

Select the patient you would like to revert the claim status for and go to the patient section in the header menu. (For a list of insurance items from all patients select the Claims section in the header menu)

From here navigate to the Financial > Insurance tab section like below

Here you will find all insurance items linked to this patient and the status of the items under the 'Status' header. Please see screenshot below:

To revert an item from 'Paid' to 'Sent to insurer', select an item from the list marked as 'Paid' and click on the revert Icon above the table.

A pop will appear reminding that this action will unallocate a payment from the claim item    - click Yes

After selecting yes the claim item status should now show as 'Sent to insurer', like below.

If you visit 'Patient' > 'Audit' > 'Financial History'  you will see a record of these changes made to the insurance items, like below.