Working the Claim Line Credit Balance bucket on the Today Screen
Being one of the red status buckets on the Today Screen, it is recommended to work these on a regular basis.
To work this bucket, load the bucket and toggle the Balance header to sort from ascending/descending.
Locate any $0 balance claims and double click to load the claim.
Click the paper icon to jump to the Claim Transaction Detail screen.
In the Claim Transaction Detail, note the service line with the credit balance and any service lines with an outstanding balance to patient responsibility.
Highlight the black Payment (Patient) on the service line with the credit balance and notice the transaction windows activated in the bottom of the screen:
The Debtor should default to "Patient". Transaction should be "Move payment to another service line". Amount should be the amount of the credit. Click Add to Preview.
A popup will appear requesting confirmation of the CPT line where the credit should be applied.
Once the preview has been confirmed, click Save and Commit to save the changes. If the preview was unsuccessful, click Undo.
Note: Statements will go out for any patient with a balance on a service line, regardless of a credit on a subsequent service line on the same claim.
Related Articles
Move Credit Balance to Other Service Line
When you review the claim transaction detail screen for the claims one charge line has a credit balance and the other has a charge amount for the same amount. These claims will need to have the credit moved to the other charge line. Here are the ...Today Screen Dashboard Claim Buckets
Billing Manager Claim Buckets Status Bucket Description Identify/Correct/Rerelease Claim Line Credit Balance Any claim with a credit balance on a line item. You can move credits to unapplied to move to another DOS or can be moved to an open ...Billing Applet Claim Bucket Definitions
Introduction A description of each of our claim buckets and the claim types they contain More Information Bucket Status Description For Follow-up Statements Not Going Claims for accounts with statements on hold. Also includes ...Move Payment to Unapplied in CTD
From the Claim Transaction Detail Screen for Claim ID XXXXXXX 1. Click on the Payment Line (Patient or Insurance) that you want to move to unapplied. 2. In the box that opens below use the list drop-down next to Transaction: and pick Move Payment to ...How To Configure Claim Templates
How to configure Claim Templates Table of contents Claim Templates Overview As some accounts have recurring groups of claims with the same CPT and ICD codes, ProviderSuite offers “Claim Templates” which contain a customer-configured group of ICD and ...