You can move claims with a status of Refused, Collected, Dead claim, or Not sent to the Archived list. It is recommended that you archive claims with a date range from the oldest to one or two years old.
Note: Claims with a status of Waiting to Submit or Submitted cannot be archived; you must de-select these claims.
To archive insurance claims:
In the Insurance Claims main window, select the filters: Refused, Collected, Paper, and Electronically.
Use the date range and additional filters to define the list of claims to archive.
Click Filter Claims. The filtered list is displayed, and the Archive buttons are activated under Claim actions.
Select a claim from the list and click Archive claim, or click Archive all to archive the entire list. You are prompted to continue the action.
Click OK. When the archiving process is complete, another prompt is displayed asking if you want to reset the filters and view the other claims.
Click OK. The Insurance Claims window displays the claims that have not been archived.
To access archived claims:
Select Lists > Insurance Claims > Archived claims list. Use the filters and search features to locate the claim you want, as well as to view details and procedures for a claim.
To restore an archived claim, select it and click Restore claim, or click Restore all to return all claims in the list to the Insurance Claims window.