Claim Locks allow you to view which user has a claim locked and disable that lock if necessary. When a claim is in use by another user, other users within the office can perform any of the following actions:
Edit the patient's record within the Patient section
Post patient payments, insurance payments, and account credits towards any claim except for the one that's in use
Create new claims or edit existing claims except for the one that's in use
View the current claim in use
Create new or modify existing appointments
- Payments cannot be posted towards the claim that's in use.
- Modifications cannot be made to the claim within Manage Accounts (i.e. editing payment details, or charge status). The claim will be shown with a lock icon when it cannot be modified.