You can edit the total payment or pre-authorization estimate information.
To edit payment or pre-authorization estimate information
1. In the Ledger transaction log, double-click an insurance claim or payment or a pre-authorization estimate.
The Dental Insurance Claim or Dental Preauthorization Estimate window appears.
2. Double-click the Payment/Estimate Information block.
The Total Insurance Payment or Total Insurance Preauthorization dialog box appears.
3. Edit the following information as necessary:
Date - The date the payment was received. The default is the current date.
Payment Type - Select a type from the list:
Check Payment - Select if the payment was made by check.
Electronic Payment - Select if the payment was electronic.
Credit Card Payment - Select if the payment was made by credit card, type the last 4 digits of the credit card number and a description (type of card, insurer name and card type – 20 character limit) in the corresponding fields.
Check # - Type the check number.
Bank/Branch # - Type the bank or branch number.
Provider Amounts - Click Add to add another provider and a payment amount. Or, select a provider payment and click Edit to change the payment amount.
Deductibles - Type the amounts applied to the Standard, Preventive, and Other deductibles.
Claim Totals - Displays the pre-authorization number, coverage amount, total amount billed, itemized total, and total amount paid or authorized.
Enter Adjustment - Select Write-off (-) or Refund (+)and then select $ or %. Select an adjustment type from the list. Type the Total Amount of the adjustment. If appropriate, select Split Adjustment by Provider.
4. Click OK/Post.