Setting up automatic insurance payment adjustments

You can automatically calculate adjustments and split them among providers, if necessary, according to the payment that you entered for an insurance claim.

To enable an automatic insurance payment adjustment

 1.   In the Ledger, click File, and then click Insurance Payment Setup.

The Insurance Payment Setup dialog box appears.

2.   Under Insurance Adjustment Setup, do the following:

·        Select a Default Insurance Write-off Adjustment Type (-), such as -Write-Off.

·        Select a Default Insurance Refund Adjustment Type (+), such as +Insurance Over-pmt Refund.

·        Select Enable Automatic Adjustments for Insurance Payments.

·        Select Auto-post Refund adjustments to replace negative payments.

3.   Click OK.

Note: To learn more, click Posting refund adjustments automatically.