Sometimes a bill is created in error and it needs to be removed. When it comes to billing that is submitted to a provincial insurer, there is a "golden rule".
A bill that has been submitted, cannot be deleted
For any bills that have been submitted to a Provincial Insurer (i.e, Teleplan) that has been billed in error, the following rules apply:
If the bill came back as ATTENTION REQUIRED but is incorrect for whatever reason, mark the claim with the status:
CANCELLED: If lost revenue (write-off)
COMPLETED: If billed in error (adjustment)
If the bill came back as COMPLETED (Paid) but shouldn't have been paid, you will need to submit a debit request.
You can do this by:
going into the bill
selecting the "i" in the top-right corner
selecting debit request
changing the status back to READY
3. If a bill was created to submit to a provincial insurer, you should be able to use the trash bin on the bill in the top-right corner to remove the claim.
Third Party/Private Billed in Error
If the bill has not been sent to a provincial provider such as Teleplan, you can go into the patient chart and into INSURED BILLING. You will find a trash bin to the right of the claim and you will be able to remove it.