Manual Adjustments

If you have multiple claims to adjust to zero, you can do it quickly and efficiently by following the steps below:  First, you will need to enter a setting under Account > Provider Settings > Medical Billing.   It is listed under the Miscell...

If you routinely adjust off balances, you can save time by enabling this feature. Navigate to Account > Provider Settings . Under the Miscellaneous heading, scroll down to the option labeled  Balance Writeoff . There is one for ...

There may be times when you will need to post an adjustment to a patient's account manually. Here is how you can easily accomplish the task: Start with the patient's appointment.  Scroll down to where the CPT/charges are listed. Press th...

There may be times when you need to move a charged amount listed under "Ins Bal" (Insurance Balance) in the Live Claims Feed, to the patient's responsibility (Pt Bal). One example would be if you are manually posting a denial from a payer be...