Revise a Claim (Fusion)

Permissions: You need the Billing permission to revise a claim.

If you need to make changes to a claim that's already been finalized, you'll need to revise the claim first.

Before You Begin

• Revising a claim that has been finalized to a billing account will change the line on the statement back to a pending state unless the line has been invoiced.
• If this instance of the claim has been finalized to the secondary or tertiary claim, you'll need to delete that claim instance instead.

Revise a Claim

1. Open the claim you're working with.
2. In the lower right, click the Revise button.
3. Click the Revise Claim button.