> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved details and copying a claim

> Fill a new claim from patients, providers and payers you have already billed, or copy a claim to bill the same thing again.

Available in

Plan
All plans

Who
Any staff member whose role opens Medi-Cal Claims

Insurance
United States

For clinics whose owner chose United States (US insurance claims) under Settings → General → Insurance: electronic claims to US payers, eligibility checks and insurer remittance.
[Outside the US? See the HMO and international insurance pages.](https://help.clinikehr.com/hospital/insurance/claims.md)

You do not have to retype the same patient, referring provider or payer on every claim. Once a claim has been confirmed, its patient, providers and payer are available to fill the next one, and a whole claim can be copied for a patient you bill regularly.

Before you start

At least one claim you have already confirmed

Takes about

Under a minute

When you're done

A new claim with the details filled in, waiting for you to check them

## Fill from an earlier claim

On an open claim, the **Fill from an earlier claim** card lets you find a patient by member ID, or pick a provider or payer you have billed before.

**1. Find the patient**

Under **Member ID (box 1a)**, type at least three characters of the member ID and select **Find patient**. Matches show the name and "Member ID ending" the last four characters.

**2. Choose the patient**

Select **Use this patient**. The patient's details are filled into the claim.

**3. Pick a provider or payer**

The list shows **Referring provider (box 17)**, **Rendering provider (box 24J)** and **Payer (box 11c)** from your earlier claims. Choose one to fill it in.

**4. Check what was filled**

The boxes are filled **for you to check**. They join **To check**, and nothing counts until you confirm it. See [Review and confirm a claim](https://help.clinikehr.com/practice/claims/review-a-claim.md).

"No earlier confirmed claim has that member ID." means nothing matched. The lists are empty until the clinic has a confirmed claim: "Providers and payers appear here once the clinic has a confirmed claim."

## Copy a claim

**1. Open a claim**

Any claim, in any status.

**2. Select Copy this claim**

You see "Claim copied" and "Set the date of service on each line, then check it." A new draft opens.

**3. Set the dates and check it**

The patient, provider, diagnoses and service lines are kept. The dates of service, the claim number and any original claim number are cleared, and the copy is a normal original claim, never a correction. Confirm every box, then mark it ready.

To correct or cancel a claim Medi-Cal already has, use [Corrected claims and voids](https://help.clinikehr.com/practice/claims/corrected-claims-and-voids.md) instead.

## Check it worked

* The filled boxes appear in **To check** with the source of the value.
* A copied claim opens as a **Draft** with empty dates.

## Common issues

> [accordion] 'Type a little more of the member ID'
>
> Enter at least three characters.

> [accordion] The Fill from an earlier claim card has nothing in it
>
> Nothing has been confirmed yet. Confirm a claim first.

> [accordion] 'The claim could not be copied'
>
> Try again. If it keeps failing, contact support with the time it happened.

## FAQ

> [accordion] Does choosing a saved patient confirm the fields?
>
> No. They are filled in as your own typing, unconfirmed. You still confirm each one.

> [accordion] Where are the saved patients stored?
>
> They are not a separate list. They come from the claims your clinic has already confirmed, so you manage them by managing claims.

**Still stuck with saved details?**
Check [Troubleshooting](https://help.clinikehr.com/platform/help/troubleshooting.md) first —
it covers the failures we see most often. If that does not resolve it,
[contact support](https://help.clinikehr.com/platform/help/contact-support.md) and include
your workspace name and the time the problem happened, so we can find the
matching entry in your audit log.


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