How to Delete a Claim
Objective
The objective of this SOP is to guide team members on how to delete a claim efficiently and accurately.
Key Steps
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Go to your open claims on your workbench.
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Click on the file number of the claim you want to delete.
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Click the green button to open the full claim.
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In the menu option on the left-hand side, select "Delete Claim."
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Input the reason for deleting the claim.
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Confirm that you want to delete the claim.
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Click on "Delete Claim" to complete the process.
Cautionary Notes
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Ensure you have the necessary security access to delete the claim.
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Double-check the claim details before confirming deletion to avoid any mistakes.
Tips for Efficiency
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Familiarize yourself with the process to delete a claim to avoid errors.
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Keep the reason for deleting the claim concise and clear.
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Regularly review and update your security access to perform claim deletions smoothly.