Claims
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      2. EZClaim Billing
      3. Claims

      Edit a Claim

      How to edit a claim in EZClaim

       

      To easily navigate this article, use the links provided below. At the end of each section, click "Back to Top" to return to this menu.

      Edit an Existing Claim

      Editing Claim Insured Information

      Edit All Claims

      Edit an Existing Claim

      From the Patients tab, click the patient's name in the grid, select the Claims tab in the lower grid, and then double-click the claim to open.

      You can also double-click the claim from the Find Claim window.

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      Editing Claim Insured Information

      • Click on the button on the Claim screen to access the Insured's information.

      • A pop-up will appear titled Insurance for this Claim. Edit the insured's information and click the Save button. 

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      Edit All Claims for a Patient

      To modify insured information for multiple claims pertaining to a particular patient:

      • Navigate to the Patient Information screen by double-clicking on a patient name on the left of your screen
      • From there, update the insurance details
      • Click on Update Claims

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