How to Archive a Claim

Archiving a claim allows you to remove it from active workflows while still retaining its history if it has already been transmitted to the payer. The process differs slightly depending on whether you are archiving a single claim or multiple claims at once.

Archive a Single Claim

To archive an individual claim, navigate to the View/Edit Claim screen. From there, click the red Archive button.

If the claim has not been transmitted to the payer, archiving it will result in the claim being marked as deleted. If the claim has already been transmitted, it will remain categorized as archived.

Bulk Archive Claims

You can archive multiple claims at once from pages like Manage Claims.

1. Click the View Claims button to open the list of claims.

2. Select the claims you want to archive by checking the boxes next to each claim, or use the checkbox in the upper-left corner to select all.

   

3. In the upper-right corner, click the Selected Actions dropdown and choose Archive.

   

4. A confirmation window will appear showing how many claims will be affected. Review the details, then click Archive Selected to confirm.

   

Important Notes

Understanding this distinction is important when reviewing claim history or attempting to locate previously archived claims.