Removing a claim

Remove a claim when it shouldn't reach the provider and re-evaluating the encounter won't fix it — a duplicate that slipped through, a claim that never should have been prepared, or one a customer has asked you not to lodge. Removed claims stay on the record for audit, but they won't be submitted and re-evaluation won't bring them back.

Before you start

• You can remove a claim only while it's still in a pre-submission state, such as Pending, Ready, Ineligible, or Failed. Once a claim has gone to the provider, removing it from Light isn't the right tool — chase the provider directly.
• Removing is terminal. If you're not sure the claim is wrong, try re-evaluating the encounter first — that's how you pick up reference-data and rule changes without abandoning the claim.

Steps

1. Find the claim

   From the Claims page, search or filter to the claim you want to remove. You can also remove a claim from the Claims card on the service page for the encounter it belongs to.

2. Open the Remove claim dialog

   Tap the trash icon on the claim row. The Remove claim dialog opens with a short confirmation of which claim you're removing.

3. Pick a reason

   Choose the reason that best fits:

   • Duplicate — another claim already covers this service
   • Invalid — the claim shouldn't have been prepared (wrong program, wrong patient, wrong encounter)
   • Customer request — the customer has asked you not to lodge the claim
   • Other — anything else; a Details textarea appears for you to describe the reason in free text

   The reason is kept on the claim and shown in the audit trail, so future you (or whoever reviews the row) can tell why it was removed.

4. Confirm

   Tap Remove. The claim moves to Removed, disappears from its previous status/card, and still appears under the Removed status card and filter for audit.

What happens next

• The claim is not submitted to the provider and won't be.
• Re-evaluating the encounter leaves Removed claims alone — if the service genuinely should be claimed later, record a new encounter instead of trying to resurrect the removed one.
• Any other claims on the same encounter (different programs, different integrations) are unaffected — removal is per claim, not per encounter.

When to use re-evaluation instead

If the claim is wrong because the program rules or reference data have changed since preparation — a new NIPVIP row, a corrected eligibility evaluator, an amended encounter — re-evaluate the encounter first. That updates the prepared claim in place without losing it. See Re-evaluating claims on an encounter.

Removal is for claims that shouldn't exist at all, not claims whose details are out of date.