You can flag paid/received claims as partially paid. You can change this flag when you add or edit an insurance payment. Partially paid claims appear as pending claims in reports and insurance estimates. The following conditions apply to partially paid claims:
· At month end, partial payments and adjustments go to history if they are posted before the day you perform month end, and the claim remains open.
· If a claim’s linked claims and/or partial payments and adjustments are in history, but the claim is not, you cannot delete the claim.
· You can add payments and adjustments to partially paid claims.
· You cannot edit partial payments and adjustments if they have been moved to history, even if the claim is not in history.
· You can edit other claim information even if the claim has been moved to history.
To flag a claim as partially paid
1. In the Ledger, create an insurance claim, and then double-click the claim to enter a payment.
The Primary Dental Insurance Claim window appears.
2. Click Enter Payment, and then click Total Payment Only.
The Total Insurance Payment dialog box appears.
3. Select or type the following:
· Payment Type – Select Check Payment, Electronic Payment, or Credit Card Payment.
· Check # – If applicable, type the check number.
· Bank/Branch # – If applicable, type the bank/branch number.
4. Select the provider to whom you want to credit the payment, click Edit, enter the payment amount, and then click OK.
5. If the received amount was a partial payment, select Claim is partially paid, and then click OK/Post.
The status of the claim changes to Sent, Partially Paid in the Primary Dental Insurance Claim window.
Notes:
· The claim is flagged as partially paid and will not have a status of "Received."
· You can change the flag when you add or edit an insurance payment or in the Insurance Claim Status dialog box.
