With a certain Ledger rule turned on, write-off adjustments get posted automatically for procedures that are contracted with insurance plans. You can do the following with an automatic contracted write-off adjustment:
When the corresponding claim is created, you can see the adjustment in the Ledger and on reports immediately.
When posting the insurance payment for that claim, you can see the adjustment and even edit it if necessary.
You can delete and re-post an incorrect automatic adjustment without having to delete and re-create the associated claim.
Note: If a patient has a secondary insurance plan with a contracted fee schedule, Dentrix Ascend will post an automatic write-off adjustment, if needed, for the secondary claim after you post an insurance payment for the primary insurance claim. The automatic posting of contracted write-off adjustments does not apply to tertiary insurance claims.
After you create a primary insurance claim, an insurance adjustment for the amount of the write-off appears in the following areas of Dentrix Ascend:
In the patient's Ledger as an insurance adjustment.
On the Patient Walkout as an insurance adjustment.
On the Provider Account Receivables Report in the Production Credit Adjustments column.
Note: Because of the potential of actual write-off amounts being different than what is expected, the Provider Account Receivables Report is only an estimate until you enter the actual insurance payments for procedures within the date range of the report.
When you are posting an insurance payment, the insurance adjustment for the write-off appears. Do any of the following:
To change how the adjustment is allocated to the procedures on the claim, change the amounts in the Adjustment column as needed.
To change the total amount of the adjustment, change the amounts in the Adjustment column.
If the adjustment is not locked, the adjustment amount will be updated in the Ledger.
If the adjustment is locked, and the adjustment amount has been increased, another write-off will be posted automatically to correct the balance.
If the adjustment is locked, and the adjustment amount has been decreased, an offsetting charge adjustment will be posted automatically to correct the balance. A message will appear and ask you to confirm that you want the offsetting adjustment to be posted. To confirm the action, click (or tap) Save.
If the amount of the automatic adjustment is incorrect because, for example, the insurance plan information is out of date, you can delete and re-post the adjustment without deleting and re-creating the claim at any time before the insurance payment is entered. Do the following:
Delete the automatic insurance adjustment in the Ledger.
Note: If an insurance payment is associated with the claim, deleting that payment will delete the adjustment, too. But, you will have to re-enter the payment after completing the proceeding steps.
Update the insurance plan's fee schedule with the correct allowed amounts for the procedures on the claim.
Open the claim from the Ledger, set the Create contracted write-off when claim is saved switch to Yes, and then click (or tap) Save.