Insurance Procedures > Processing Insurance-Related Patient Information

Editing a Claim

Use the Claim Modification window to edit the details of a claim after charges have been posted, before the claim has been processed.

• Every procedure on a claim must have at least one diagnosis code associated with it, listed in the first four fields of the Claim Diagnosis list, to prevent rejection of the claim. An alert is displayed at the bottom of this window if the appropriate pointers are not in place.

To edit the details of a claim:

1. In the Patient Workspace, select the Claims tab.

2. Select a claim from the list and click Edit. The Claim Modification window is displayed.

3. Use this window to edit the following:

• Bill Date

• Return Date

• Last Resubmission

• Number of Resubmissions

• Claim Diagnosis code order

Editing the Diagnosis (Dx) Code Order for a Claim

WinOMS stores up to 12 diagnosis codes for a claim. In the Claim Modification window, click and drag the Dx codes to the appropriate rank and order.

• There are two situations in which only the first four codes are used:  1: Any dental claim, and 2: Filing an ICD-9 medical claim electronically.
  In these situations, the codes highlighted in yellow are used, and the rest are dropped.