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How to Delete a Claim

How to delete a primary/secondary claim

There are 2 ways to delete a draft claim.

Whichever method you choose, start by navigating to the Charges tab under Billing and selecting the charge you wish to delete. 

From Charges Side-Panel:

Once you click on the charge, the Charges side panel will pop up on the right. You'll find the Delete button in the bottom right corner of that panel. 

To delete a secondary claim, select the specific Claim ID from the drop-down menu first. 




From Claim Form page:

Alternatively, you can click on Open Form in the Charges side panel. This will take you to the Claim Form, where you’ll find the Delete icon at the top right corner of the page. 

To delete a secondary claim, select the specific Claim ID from the drop-down menu first. 



Click the Delete icon, then click Confirm in the confirmation dialog to proceed.



A confirmation message will appear, indicating that your claim was successfully deleted.