• Tutorials
    • Forms, Navigation
    • Forms, Popup and Context Menus
    • Forms, Color of Fields
    • Forms, Changing the Font
    • Forms, Customizing
    • Forms, Printing Reports
    • Forms, Send Email
    • Forms, Help
    • Grids, Navigation
    • Grids, Scrollbars
    • Grids, Functions
    • Grids, Functions, Refresh
    • Grids, Functions, New Wizard
    • Grids, Incremental Search
    • Grids, Selecting Multiple Records
    • Grids, Find and Find Next
    • Grids, Filters
      • Filters, Creating a New
      • Filters, Getting Fancy
      • Filters, Saving and Reusing
      • Filters, Default Filters
    • Grids, Printing Reports
    • Grids, Customizing
    • Menus, Shortcut Keys
    • Forms, Form Letters
      • How to print a Form Letter, Richtext
      • How to print a Form Letter, PDF
      • How to create your own Form Letter
  • Webinars
  • Training
    • Windows XL Training
    • Mobile Delivery
  • What’s New
  • Follow us on Twitter

TeamDME! XL Help

  • System
    • Company
    • Postal Codes
    • Task
    • User Security
    • Dashboard
    • Report Designer
  • Inventory
    • Item
    • Item Category
    • Item Department
    • Item Manufacturer
    • Item Location
    • Tracked Item
    • Activity
      • Physical Count
      • Item Adjustment Edit
      • Service Transaction Edit
      • Item Transfer Edit
    • Reports
  • Orders
    • Diagnosis Code
    • HCPCS Procedure Code, Edit
    • HCPCS Procedure Modifier
    • HCPCS Coverage Criteria List
    • HCPCS Fee Schedule
    • Physician
    • Payor
    • Therapist
    • Facility
    • Quote
    • Medical Order
    • Point-of-Sale
    • Recurring
    • Claim Pending
    • Claim History
    • Reports
  • Receivable
    • Customer
    • Salesperson
    • Referral
    • Nonallowed Reason
    • Responsible Reason
    • Adjustment Reason
    • Payment Type
    • Payment
    • Reports
      • Aged Receivable Reports
      • Revenue Reports
      • Audit Reports
      • Finance Fee
      • Customer Statement
      • Collection Letter
  • Purchase Orders
    • Purchase Order
    • Purchase History
  • Payables
    • Vendor
    • Unposted Invoice
    • Unpaid Invoice
    • Reports
      • Aged Payable
      • Open Payable
      • Cash Requirements
      • IRS 1099 Forms
  • Ledger
    • Chart of Account
    • Journal Unposted
    • Journal History
    • Bank Register
    • Reports
      • Balance Sheet
      • Income Statement
      • Trial Balance
  • Windows
You are here: Home / Orders / Claim / Claim Pending / How to Join two Claims Together.
«« Claim Status Inquiry Claim History »»

How to Join two Claims Together.

Sometimes you may find it convenient to join or merge two or more orders together into a single order. Examples may include when deliveries of recurring items were made at different times, but you now want to make a single delivery each month.

Step 1 Select the order in the list (Medical Order List or Recurring Order List) that you want to join another order into, by pressing Ctrl and clicking on the order. (This is now your master order).
Step 2 Select the order in that you want to move into the master order, by pressing Ctrl and clicking on the order.
Step 3 Join the orders, by choosing Edit, Join Orders. You will get a Confirmation dialog asking if you want to join the orders.
Tip: The two orders must be for the same Customer, and you may only select two orders at a time.
Page Tags: Claims
«« Claim Status Inquiry Claim History »»

Tell us what you think. Cancel reply

You must be logged in to post a comment.

RETURN TO TOP

Copyright 2014-2026 · TeamDME!, Inc. · All Rights Reserved · Log in