Overview
Sometimes service line items end up combined on one submitted claim, but need to be billed or tracked separately — for example, if a payer expects them as two distinct claims. Split Claim lets you choose which service line items to move onto a new claim, and shows you exactly how the statuses and payments on both claims will look before you confirm.
Before you begin
Split Claim isn't available while the claim is still in Draft status. The button stays disabled until the claim has moved out of Draft.
How to split a claim
Open the claim with the service line items you want to move.
Click Split Claim.
Select the service line items you want to move to the new claim. You can select more than one.
Review the preview. For each line item you select, it shows the billed amount and payment details, along with what that line item's status will become on both the new claim and the original claim.
Confirm the split.
What happens to statuses and payments?
Payments always stay with the original claim. A line item's payments — including insurance, client, and write-off amounts — never move to the new claim.
Line items in a terminal status (Paid, Void, or Deleted) don't change status when you include them in a split. A Paid line item you select stays Paid on the original claim.
Any other line item you select is marked Deleted on the original claim, since it now lives on the new claim instead.
The new claim always starts in Draft status, with the selected line items' details copied over.
The original claim's overall status is recalculated based on whatever line items remain on it after the split.
If you select every active line item on the claim, you'll see a warning that the original claim will be left without any active service lines.
If you select any line items that are already Paid, you'll see a separate warning confirming that the payment and Paid status stay on the original claim — the copy on the new claim starts as an unpaid draft line item.
Finding a claim after it's been split
Splitting a claim leaves a paper trail in Claim History on both sides:
The new claim's History shows an event noting that its line items were copied from the original claim, and lists which ones.
The original claim's History shows a matching event noting that those line items were copied to the new claim and marked Deleted.