Split Claims allows users to take a single claim and split it into multiple claims. This process will move any selected charges (including any existing payments) to a new claim, while keeping all others in the existing claim.
Follow the steps below to split a claim.
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Select Claim > Claim.
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Use the Search field to search for your claim.
Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.
Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.-
Open the claim.
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Click the More button.
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Select Split Claim.
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Select the charge lines you want to move to the new claim by checking the box(es) to the left of the line.
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Click Split Claim.
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Click Save. The claim is now split into two claims.
Users can only split one claim into two. If they want to split more than that, they can re-open the claim after they've split it once to split it again.
