You can cancel a claim directly from an invoice in Caresquare. This option is available when the claim has been submitted through Caresquare and has a PRN / Claim Reference.
Claims can be accessed from several areas of the system, including:
Global Search
Claims tab under a participant
Claims tab under a provider
Claims page
Payments page
How to cancel a claim :
1. Open the invoice by double-clicking it and select the checkbox next to the line(s) you want to cancel.
2. Click Cancel Claim.
Once cancelled, the claim line or invoice will automatically move to the Cancelled section under the Processed tab on the Claims page.
When Can a Claim Be Cancelled?
A claim can be cancelled when its status is:
Pending
Reconciled
Paid
The claim line must also have a PRN / Claim Reference to be eligible for cancellation. This applies to claims submitted through Caresquare.
Manual Claims
Manual claims cannot be cancelled because they do not have a PRN / Claim Reference recorded in Caresquare.
If you need to remove a manual claim, you can:
Mark the claim as Rejected, then
Archive the claim if required.
Note: Cancelling a claim is different from rejecting a claim. Cancellation is available for submitted claims with a PRN / Claim Reference, while manual claims should be rejected and archived when they need to be removed.