You may need to reverse or correct a billed claim if you find that it was billed incorrectly.
This article will be most relevant to billers and billing teams.
IMPORTANT: Before Proceeding!
Before you reverse a claim please do the following:
Check the contract settings to ensure it's in accordance with the funder's requirements.
Wait for the response from the original claim. We encourage that you receive a response and post it from the original claim before sending a new or corrected claim. While posting the payment you can make the update (ex: adding or subtracting units) and send the correction within the Collections module.
How to reverse
If you decide that reversing the claim is the appropriate action:
Go to the "Billing" module
Select "Posted Invoices"
Select the invoice(s) of interest and click on the red "Reverse" button on the right hand side
You will see a message asking if you are sure, select "Yes"
Your claim is now reversed and has been placed back in "Un-billed Services" ready to be billed again.
