Adjusting insurance payments automatically

Insurance payments are adjusted and negative payments are replaced automatically if you select Enable Automatic Adjustments for Insurance Payments and Auto-post Refund adjustments to replace negative payments respectively in the Insurance Payment Setup dialog box.

To adjust an insurance payment automatically

1.   Double-click a transaction in the Ledger transaction log.

The Dental Insurance Claim window appears.

2.   Click Enter Payment and then from the menu, click one of the following:

·        Itemize by Procedure –

The Itemize Payment dialog box appears.

·        Click OK.

·        Total Payment Only –

The Total Insurance Payment dialog box appears.

Notes:

·        If the total amount paid for the claim is less than the total billed, a Write-Off (-) adjustment is calculated and displayed under Enter Adjustment in the Total Amount text box.

·        If the total amount paid for the claim is more than the total amount billed, a Refund (+) adjustment is calculated and displayed under Enter Adjustment in the Total Amount text box.

·        If the total amount of the adjustment applies to more than one provider adjustment amount, Split Adjustment by Provider is selected, the adjustment amounts for each provider are calculated, and the adjustment amounts and providers are displayed under Provider Amounts when the insurance payment is posted.

·        If the payment amount for the claim is negative and you selected Auto-post Refund Adjustments to replace negative payments, a Refund (+) adjustment is calculated and displayed according to the negative payment amount that you entered.

3.   To view or modify the adjustments for each provider, select Split Adjustment by Provider and then click Prov Amts.

The Provider Amounts for Write-Off (-) dialog box appears.

4.   Select a provider from the list and click Edit.

The Provider Adjustment Amount for Write-Off (-) dialog box appears.

5.   Type the adjustment amount, and then click OK.