Release Note
Cancel a Medicare Claim on the Day It Was Lodged
Release date:

Admins and receptionists can now cancel an OOP Rebate claim on the day it was lodged, without leaving Tacklit.
How It Works
• Go to Invoices → View Submitted Claims, open the claim's ⋮ menu and choose Cancel claim.
• Pick a reason from Medicare's list (for example Incorrect date of service), then click Cancel claim. It can't be undone.
• The option only shows on claims that qualify.
Which Claims
• OOP Rebate claims that Medicare has assessed and not yet paid, on the day they were lodged (Sydney time).
• Bulk bill and DVA claims can't be cancelled, because Medicare doesn't allow it.
After Cancelling
• The claim moves to the Rejected tab with a red Cancelled status.
• Use Resubmit claim to send a corrected claim, or Abandon it if you won't resubmit.
• The client's Medicare tab shows "Claim cancelled", and the invoice history records the cancel and its reason.
Good to Know
• Every account that claims Medicare through Tacklit gets this. Nothing to switch on.
• If Medicare refuses the cancel, the message says why and the claim stays as it was.
• A claim cancelled outside Tacklit also shows as Cancelled once its status next updates.










