Skip to main content

Search

Get the support you need

How to Void Claims

Overview

When an insurance claim is denied or processed incorrectly, it’s important not to resend the original version. Voiding ensures the original claim is kept for historical purposes, so only the corrected version gets submitted. This helps avoid duplicate claims and billing errors while also storing the historical updates of claims in case you need to file an appeal. 

 

Required Permissions and Prerequisites 

  • This article is in reference to our Desktop application
  • Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
    • Electronic Data Exchange (EDE)
    • Electronic Data Exchange (EDE) Type
    • Invoice List View

 

 

Step-by-Step Instructions

 

 

Step 1: Navigating to the Invoicing Screen

From the top navigation menu, go to:

Financial > Invoicing
 

 

Step 2: Creating a Voided Claim

From the Invoicing screen, filter for the Invoice # that you need to void.  Click on the invoice line in the top half of the invoice screen. This will display all associated transactions below that are associated with the selected note.

Since we do not want to resend the original claim, click Copy to duplicate the appropriate invoice.

Next, right click on the column header and selected Column Chooser from the menu that appears. From the options, add the Void and Payer Control # column. If the Payer Control # is not automatically populated, please ensure to manually add it. The clearinghouse will reject the claim if this number is missing.

Once the Void column has been added, check the Void box on the new invoice and click Save. This creates a new invoice that will pull when billing filters for new invoices.

Please note, if the payer paid on the original invoice and you are sending in an electronic void, PIMSY will automatically post the recoupment when the payer responds on the 835.


 

 

 

🔗 Related Articles

 

 

 

Related to