How to write-off a claim line balance in the Claim Transaction History

How to write-off a claim line balance in the Claim Transaction History

From the Claim Transaction Detail Screen for a specific Claim:

 

1. Click on the Red CPT transaction line with the Balance and/or Charge with the CPT Description

2. In the box that opens below use the drop-down box next to Transactions and choose an adjustment that matches the event (Write-Off Service is one suggestion)

3. Next to the white Amount box enter the dollar amount you want to write off 

4. You can enter remarks as a reminder of this transactions reason

5. Click the Add to Preview button and see if the balance is correct. If not, click the Undo button and start again.

6. Click the Save/ Commit Preview once you agree with the balance

7. Click the Refresh Data and give the system a few minutes to post and update.

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