Overview
This article explains how to edit CMS-1500 claim fields directly within PM before posting or during resubmission. You'll learn which fields are editable, where to find the new edit option, and how changes are tracked for auditability. This means your billing team can make targeted corrections to claims without having to regenerate them from scratch.
Why This Matters
Small errors on a claim — an incorrect referring provider, a missing modifier, or a billing detail that needs updating — used to mean regenerating the entire claim just to fix one field. That added time, effort, and risk to an already busy billing workflow. Now, your team can go directly to the field that needs updating, make the correction, and move forward — saving significant time and reducing resubmission turnaround.
Which Fields Are Editable
The following CMS-1500 boxes can be edited directly:
Box(es) | Field |
0, 1, 1a | Patient and insured details |
17, 17b | Referring provider details |
19, 23 | Additional claim information |
24D, 24I, 24J | Modifiers and provider details |
31, 32, 32a, 33, 33a, 33b | Billing and facility details |
22 | Resubmission code (resubmission flow only) |
Tip: Fields that are editable are highlighted in green within the claim edit popup — making it easy to see at a glance what can be updated.
How to Edit a Claim Before Posting
Navigate to Billing → Unposted Batches
Locate the invoice you need to update
Click the pencil icon to open the claim edit popup
Update the relevant fields — editable fields are highlighted in green
Save your changes and proceed to post as usual
How to Edit a Claim During Resubmission
Navigate to the appropriate resubmission workflow:
Use Billing → Posted Invoices if the claim was rejected before processing and needs to be corrected so the funder can process it.
Use Collections if the claim was already processed by the funder (paid, denied, or otherwise adjudicated) and needs to be resubmitted after processing.
Claim Rejected Before Processing
Billing → Posted Invoices
Select the invoice of interest using the checkbox
Select the green Resubmit button at the top of the screen
Select Regenerate
Select Yes from the pop-up
This moves the invoice into Unposted Batches where the pencil is available
Follow the steps outlined in the How to Edit a Claim Before Posting section above
Claim Already Processed by Funder
Navigate to Collections
Select "Generate, Edit & Post" instead of the standard resubmission option
Update the required fields, including Box 22 (Resubmission Code) if applicable
Save and proceed to post
Where You'll See This
Billing → Unposted Batches (pencil icon on invoices)
Billing → Posted Invoices and Collections (manual edit "M" indicator)
Resubmission flow ("Generate, Edit & Post" option)
CMS-1500 form, EDI 837, and billing reports
Important Things to Know
Every manual edit is marked with an "M" indicator on the claim so downstream reviewers can easily identify which claims were manually adjusted.
All edits are logged in the invoice timeline, giving your team a full audit trail of what was changed and when.
Edits flow through to the CMS-1500 form, EDI 837, and associated reports — so what you see in the system reflects what is submitted to the payer.
Box 22 (Resubmission Code) is only editable during the resubmission flow, not during standard pre-posting edits.
Last Updated: 6/4/26 by Tatum Winslow