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Right click the selected claim. Select open from the menu. The edit window opens to the general tab where you can edit carrier, patient, relationship, subscriber, and COB information. The procedure tab allows you to edit procedure information, add remarks, and add COB primary payment amount if needed. The billing/treating tab allows you to edit billing and treating dentist information. Such as adding an indvidual NPI or group NPI. The claim image tab will display the image of the claim. The attachments tab with display any attachments and let you add attachments if needed. Select file. Select save and exit to save any changes made. Select Ok to confirm.