Editing payment or estimate information

You can edit the total payment or estimate information.

To edit payment/estimate information

1.   From the Ledger transaction log, double-click an insurance claim or payment or a pre-authorization estimate.

The Insurance Claim or Pre-Authorization 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.

·        Cheque # - If applicable, type the cheque number.

·        Bank/Branch # - If applicable, type the bank/branch number.

·        Payment type - Select Cheque Payment or Electronic Payment.

·        Provider Amounts - Click Add to add a provider 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 - The pre-authorization number, coverage amount, total amount billed, itemized total, and total amount paid or authorized are displayed.

·        Enter Adjustment - Select Write-off (-) or Refund (+)and then click $ or %. Select an adjustment type from the list. Type the Total Amount of the adjustment. If appropriate, click Split Adjustment by Provider.

4.   Click OK/Post.