How do I remove a claimant from an invoice/patient/appointment?

  1. Navigate to the patient's profile and click the Funding tab.

  2. In the Claims & Referrals section, click the Delete icon to the right of the claimant.

  3. Select Archive and click Submit.

RESULT: The patient's claim with the claimant is archived, and a new Medicare claim with no claimant will be created (meaning the patient will receive the rebate directly). When you add an appointment with the patient, the claimant should no longer be associated.

Note that this will not affect existing invoices; you will need to navigate to these invoices and then edit the Medicare claim so that the invoice uses the new claim with no claimant.


A patient can have multiple claims with a different claimant for each. You can then choose which claim to use on an invoice.

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