You can cancel a claim directly from an invoice once you’ve accessed it. This can be done from multiple areas in the system, including Global Search, the Claims tab under a participant or provider, or via the Claims and Payments pages.
How to cancel a claim :
1. Open the invoice by double-clicking it and select the checkbox next to the line(s) you want to cancel.
2. Click Cancel Claim.
The cancelled line or invoice will automatically move to the Cancelled section within the Claims Processed tab.
Note :
You can cancel a claim if its status is:
- Pending
- Reconciled
- Paid
The claim line must have a PRN / Claim Reference to be eligible for cancellation. This applies to claims submitted through the system.
Manual claims cannot be cancelled because they do not have a PRN indicated in Caresquare. For manual claims, you can:
- Mark them as Rejected and
- Archive them if needed