Resetting, Editing and Resubmitting a Medicare Claim


You may be required to manually reset or edit a Medicare claim that you have already submitted if you have called Medicare to manually update a claim and you now need the new amount or status to display in Halaxy.

Manually setting a claim to a Cancelled or Failed status also allows you to edit the claim details and resubmit the claim:


Image: Manually setting a Medicare claim to Rejected/failed status (click to expand image)

You can reset or edit a Medicare claim by following the steps below:

  1. Click the blue link in the Status column on the invoice:

  2. The Online Claim History pop-up appears. Click the Edit icon next to the relevant claim:

  3. In the pop-up, change the amount and reason status as desired. If you are resetting the claim, ensure the Amount Paid From Funding field and the Amount Paid From Medicare field are set to $0.00:

  4. Click Save.

RESULT: The invoice will be updated to show the new amount and status. If the claim was set to a Cancelled or Failed status, it can now be reprocessed.

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