You can edit a claim payment that has been posted from a bulk insurance payment. Changes to the claim payment will be reflected in the patient's Ledger.
Notes:
You can edit insurance payments according to your security rights for the Ledger.
A change to a claim payment appears in the audit log.
To edit a claim payment
On the Home menu, under Insurance, click (or tap) Bulk Insurance Payments.
The Bulk Insurance Payments page opens.
On the Bulk Payments in Progress panel, select a bulk insurance payment.
The claims that the bulk insurance payment applies to appear.
On the left-hand panel, select a claim.
The claim details appear.
Click (or tap) Edit Claim Payment.
The Edit Claim Payment dialog box appears.
Except for the payment type and claim, change the payment details as needed.
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If you have changed the Date, Amount, Check #, Reference #, Bank/branch #, Applied amounts, Tags, or Deductibles, the Reason for Correction tab appears. Select the tab. In the box provided, enter the reason for the changes.
Note: A reason is required only if a certain ledger option is enabled.
Click (or tap) Save.
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