Resubmitting Claims

Overview

If a claim has already been submitted and needs to be resubmitted, you must first cancel the existing claim within Aaniie before generating and submitting a new claim. This article explains how to locate, cancel, regenerate, and resubmit claims.

Step 1: Locate the Existing Claim

1. Navigate to Menu → Accounting → Claims.
2. Use the search filters at the top of the page to locate the claim(s) you need to resubmit.
   • Search by Client/Invoicee
   • Search by Payer
   • Enter a Service Begin Date and Service End Date
   • Filter by Billing Code, if needed
3. Click Search.
4. The matching claims will appear in the claims table below.
   

Step 2: Force Cancel or Cancel the Existing Claim

After locating the claim, determine whether you need to force cancel the claim within Aaniie or cancel the claim with the payer.

Option 1: Force Cancel Claim 

If the claim has already been processed by the payer and needs to be resubmitted, locate the claim in the claims table and click the red circle with the white X in the Actions column.

This action will:

• Cancel the claim within Aaniie only.
• Change the claim status to Failed.
• Allow the claim to be regenerated and resubmitted.

Because this action only affects the claim within Aaniie, no cancellation or void request is sent through the clearinghouse or to the payer.

This option is commonly used when a claim has already been processed or partially paid and must be corrected and resubmitted.

Option 2: Cancel This Claim with the Payer

The Cancel This Claim with the Payer action sends a cancellation/void request through the clearinghouse to the payer.

This option is typically used when a claim was submitted incorrectly and should be completely voided with the payer before a new claim is submitted. For example, if a claim was originally submitted for the wrong client, wrong insurance provider or should never have been paid in the first place, you may choose to cancel the claim with the payer and then submit a new claim with the correct information. 

Important

In most claim resubmission scenarios, the recommended action is to use Force Cancel Claim. This allows the claim to be changed to a "Failed" status to be regenerated and resubmitted without sending a void request to the payer.

Step 3: Regenerate the Claim

After the claim status has been changed to Failed:

1. Navigate to Menu → Accounting → Payer Invoicing.
2. Load the appropriate billing period.
3. Search for the client(s) whose claims need to be regenerated.
4. Select the client(s) from the left-hand panel.
5. From the Actions dropdown, select Generate Invoices from Selected Clients.
6. Click the arrow to the right of "Generate Invoices from Selected Clients" to generate the invoice(s) and claim(s).

Step 4: Prepare the Claim for Submission

1. Locate the newly generated invoice.
2. Hover over the invoice row.
3. In the Actions column, click the Prepare Claims icon.
4. The claim(s) associated with the invoice will appear.
5. Click a claim to expand its details.

Step 5: Determine if the Claim is a Corrected Claim

At the bottom of the claim, you will see an option labeled:

"This is a corrected claim."

When to Use This Option

Select this option only when:

• The original claim was paid or partially paid by the payer.
• You are submitting corrections to receive the proper reimbursement amount.

Example

• Original claim submitted: $100
• Amount paid by payer: $50
• Remaining amount still owed: $50

After making the necessary corrections and regenerating the claim:

1. Select This is a corrected claim.
2. Enter the Original Payer Claim Number associated with the payment you already received.
   • The original payer claim number can be found on the remittance advice from the payer, by logging into the payer portal, or if payment information is returned to Aaniie through the clearinghouse enrollment, by clicking the plus sign on the claim in the Claims table and locating the Payer Claim Number field.
     

The payer will typically recoup the original payment and reprocess the corrected claim for the appropriate amount.

When Not to Use This Option

Do not select This is a corrected claim if:

• The claim was never paid.
• The claim is simply being resubmitted after a rejection or correction prior to payment.

In those situations, submit the claim as a standard claim without marking it as corrected.

Step 6: Submit the Claim

After reviewing the claim details:

Submit an Individual Claim

1. Select the checkbox labeled:

   "I have reviewed the contents of this claim in full and verify that all information is correct."

2. A Submit Claim button will appear.
3. Click Submit Claim.
   

Submit Multiple Claims

If you are submitting several claims at once:

1. Scroll to the bottom of the claims list.
2. Click Submit All Claims.

This will submit all prepared claims in bulk.

Step 7: Verify Submission Status

After submission:

1. Navigate to Menu → Accounting → Claims.
2. Locate the claim using the search filters.
3. Review the claim status and clearinghouse responses as the claim progresses through processing.