how do I remove the estimated patient portion from the ledger

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    Kenneth Rhodes

    Currently, If a patient has an insurance plan attached, the system will generate an insurance estimate for procedures that are performed. This insurance estimate will be shown for today's procedures as well as for any outstanding claims that have been created. The patient billing statement will also reflect the estimated insurance payments. If no claims are created during the day, the insurance estimates for procedures that were done yesterday will not be displayed on the ledger and,when a billing statement is created for the patient, the insurance estimates will not show on the billing statement either. If a claim is created, then the only way to remove the insurance estimate from the ledger and the billing statement is to $0.00 pay the claim to close the claim. 

    For offices that do not receive insurance payments, or the assignment of benefits is not checked for a patient's insurance plan,  the best way to handle this would be to create the claim at the time of service, submit the claim to insurance,  and then immediately enter in a $0.00 payment on that claim to close the claim since the office is not going to receive the insurance payment. The system will now show the entire fee as Patient Portion that the office needs to collect. When the patient statement is printed, it will also show the entire fee as the patient portion. 

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    Melissia

    You can override the insurance estimate prior to charging out.  When charging out the pop up box appears, on the right hand side shows insurance estimate and there is a small lock next to the insurance estimate. Click on the box, input admin override codes, and input zero for insurance portion.  This will default all fees to patient portion for the treatment estimate and on the ledger.  Also leaves your claim open for tracking, if you do bill insurance.  Good luck!

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