Editing claim payments associated with a bulk insurance payment

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

1. On the Home menu, under Insurance, click (or tap) Bulk Insurance Payments.

   The Bulk Insurance Payments page opens.

   

2. On the Bulk Payments in Progress panel, select a bulk insurance payment.

   The claims that the bulk insurance payment applies to appear.

   

3. On the left-hand panel, select a claim.

   The claim details appear.

   

4. Click (or tap) Edit Claim Payment.

   The Edit Claim Payment dialog box appears.

   

5. Except for the payment type and claim, change the payment details as needed.

6. 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.

7. Click (or tap) Save.