You can specify the rule for when procedures and transactions get locked automatically. You can also specify if PPO write-offs are posted automatically when claims are created.
To set up ledger rules
How to get there
From the Settings menu, clicktap Ledger Options.
The Ledger Options page opens.
On the Ledger Options page, clicktap the Ledger Rules tab.
Set up the following options as needed:
Transaction Locking - Specify the number of days after which any procedure or transaction that is posted becomes locked, so it cannot be edited or deleted. This rule is based on the transaction date (the date of the procedure or transaction as it appears in the Ledger). The transaction date may be different than the creation date (the date that the procedure or transaction was entered in the system).
Note: Changing the cut-off date affects procedures and transactions that have already been posted. Where applicable, they will be locked and unlocked according to the specified cut-off date.
PPO Write-Offs - With this switch set to Yes, when you create a claim for procedures that are covered by a patient's PPO, a write-off adjustment to account for the in-network discount will be posted automatically to the patient's Ledger. This allows you to see net production amounts in the Ledger and on reports immediately. With this switch set to No, a PPO write-off adjustment will not be posted automatically. You will have to manually enter the adjustment when you post the insurance payment.
Turning this setting on does not affect claims that have already been posted and does not post automatic write-off adjustments for any existing claims. Because of this, you should carefully choose a clean cutoff date to start using this feature. At the start of a pay period, at the beginning of a new month or quarter, or after you have completed a current goal or bonus period are good transition points.
Changes in the status of this setting are tracked in the Audit Log.