How do I delete an invoice with a Medicare claim linked to it?

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You cannot delete an invoice with a Medicare claim history. However, you can:

  • unlink the fee from the appointment so that you can delete the appointment; and

  • void the invoice line so that there is no balance outstanding.

To unlink a fee from an appointment:

  1. Navigate to the invoice.

  2. Click the Edit (pencil) icon next to the fee you wish to unlink.

  3. The Edit Invoice line pop-up appears. Click the X next to the appointment.

Invoice_UnlinkFeeFromAppointment.gif

Image: Unlinking an invoice line (a fee) from an appointment (expand image)

RESULT: The invoice line is no longer linked to the appointment. You can now delete the appointment from your calendar if you choose.

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