If you accidentally added multiple claim information for the same funding body, the newest record added becomes the current information to be used and the old records are archived. You can merge these duplicate claims into a single record.
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Open the patient profile and click the Funding tab.
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Under the Claim & Referrals section, expand one of the duplicate claims (which will become the "source claim"), then click the
merge icon.
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In the pop-up, select the other duplicate claim (the "destination claim") you want to merge with, then click Next.
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You are shown a summary of information from the source claim to be merged into the destination claim. This includes referrals, fundings (invoices and claims) and files.
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To confirm, click Merge.
After merging the duplicate claims, all relevant referrals and invoices are linked to the destination claim.
Caution
Merging claim records cannot be undone.
Updated