You can edit an insurance credit adjustment that was posted for a dental insurance claim to correct any mistakes. You can also delete a dental insurance adjustment that was entered in error.
Notes:
You cannot edit or delete a dental insurance credit adjustment that has been moved to history (when closing a month).
Editing insurance credit adjustments from the transaction log requires the "Credit Adjustment, Edit" security right.
Editing insurance credit adjustments from the insurance claim window requires the "Insurance Claims, Open" security right (to view the claim) and the "Credit Adjustment, Edit" security right (to edit the credit adjustment).
Deleting insurance credit adjustments from the transaction log requires the "Credit Adjustment, Edit" security right (to view the credit adjustment) and the "Credit Adjustment, Delete" security right (to delete the credit adjustment).
Deleting insurance credit adjustments from the insurance claim window requires the "Insurance Claims, Open" security right (to view the claim), the "Credit Adjustment, Edit" security right (to view the credit adjustment), and the "Credit Adjustment, Delete" security right (to delete the credit adjustment).
To edit or delete a dental insurance credit adjustment
Do one of the following:
From the transaction log, view a dental insurance credit adjustment to edit or delete it:
With a patient selected in Ledger, double-click a dental insurance credit adjustment.
If applicable, do one of the following:
If the Password - Credit Adjustment, Edit dialog box appears, user verification has been assigned to the "Credit Adjustment, Edit" task. Do one of the following:
If your user account has been granted the "Credit Adjustment, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Credit Adjustment, Edit" security right, have a user with permission temporarily override this restriction so you can edit a credit adjustment this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Credit Adjustment, Edit" security right. To have a user with permission temporarily override this restriction so you can edit a credit adjustment this one time, do the following:
On the message, click Yes.
In the Password - Credit Adjustment, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If applicable, repeat step b.
The Edit or Delete Credit Adjustment for Insurance Claim dialog box appears with the insurance claim window open behind it. (Proceed to step 2.)
From the transaction log, open a dental insurance claim, and then view an insurance credit adjustment to edit or delete it:
With a patient selected in Ledger, double-click a dental insurance claim.
If applicable, do one of the following:
If the Password - Insurance Claims, Open dialog box appears, user verification has been assigned to the "Insurance Claims, Open" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Open" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Insurance Claims, Open" security right, have a user with permission temporarily override this restriction so you can view a claim this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Insurance Claims, Open" security right. To have a user with permission temporarily override this restriction so you can view a claim this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The insurance claim window opens.
Note: The Adjustments list displays the adjustments that are associate with the dental insurance claim. For each adjustment, the date, amount, and type appear.
Double-click a credit adjustment in the Adjustments list.
If applicable, do one of the following:
If the Password - Credit Adjustment, Edit dialog box appears, user verification has been assigned to the "Credit Adjustment, Edit" task. Do one of the following:
If your user account has been granted the "Credit Adjustment, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Credit Adjustment, Edit" security right, have a user with permission temporarily override this restriction so you can edit a credit adjustment this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Credit Adjustment, Edit" security right. To have a user with permission temporarily override this restriction so you can edit a credit adjustment this one time, do the following:
On the message, click Yes.
In the Password - Credit Adjustment, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Edit or Delete Credit Adjustment for Insurance Claim dialog box appears. (Proceed to step 2.)
From the dental insurance claim window, view an insurance credit adjustment to edit or delete it:
In the insurance claim window, double-click a credit adjustment in the Adjustments list.
Note: The Adjustments list displays the adjustments that are associate with the dental insurance claim. For each adjustment, the date, amount, and type appear.
If applicable, do one of the following:
If the Password - Credit Adjustment, Edit dialog box appears, user verification has been assigned to the "Credit Adjustment, Edit" task. Do one of the following:
If your user account has been granted the "Credit Adjustment, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Credit Adjustment, Edit" security right, have a user with permission temporarily override this restriction so you can edit a credit adjustment this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Credit Adjustment, Edit" security right. To have a user with permission temporarily override this restriction so you can edit a credit adjustment this one time, do the following:
On the message, click Yes.
In the Password - Credit Adjustment, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Edit or Delete Credit Adjustment for Insurance Claim dialog box appears. (Proceed to step 2.)
Do one of the following:
To edit the credit adjustment details, do the following:
Change any of the following options as needed as explained in the topic about posting dental insurance credit adjustments:
Date - The date of the credit adjustment.
Amount - The dollar amount of the credit adjustment.
Collecting Clinic - The clinic that is associated with the credit adjustment.
Encounter # - The encounter number.
Type - The type of credit adjustment (such as a professional discount or write-off).
Note - The reason for the credit adjustment needing to be changed (for auditing purposes).
Applied - The amount of the credit adjustment that is applied to each charge.
Click OK/Post.
If all or a portion of the credit adjustment has not been applied to any charges, a message appears, informing you that the unapplied amount will be suspended, but the suspended credit can be applied to a charge later. Select either the Assign the credit adjustment to the Family option (to allow the suspended credit to be applied to any family member's charges) or the Assign the credit adjustment to the Patient option (to allow the suspended credit to be applied only to the specified family member's charges), and then click OK.
If you have backdated the credit adjustment to a date in a month that has been closed, and if applicable, do one of the following:
If the Password - Ledger, Backdate to Closed Month dialog box appears, user verification has been assigned to the "Ledger, Backdate to Closed Month" task. Do one of the following:
If your user account has been granted the "Ledger, Backdate to Closed Month" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Ledger, Backdate to Closed Month" security right, have a user with permission temporarily override this restriction so you can save a credit adjustment with a date in a closed month this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Ledger, Backdate to Closed Month" security right. To have a user with permission temporarily override this restriction so you can save a credit adjustment with a date in a closed month this one time, do the following:
On the message, click Yes.
In the Password - Ledger, Backdate to Closed Month dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
To delete the credit adjustment, do the following:
Click Delete.
If applicable, do one of the following:
If the Password - Credit Adjustment, Delete dialog box appears, user verification has been assigned to the "Credit Adjustment, Delete" task. Do one of the following:
If your user account has been granted the "Credit Adjustment, Delete" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Credit Adjustment, Delete" security right, have a user with permission temporarily override this restriction so you can delete a credit adjustment this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Credit Adjustment, Delete" security right. To have a user with permission temporarily override this restriction so you can delete a credit adjustment this one time, do the following:
On the message, click Yes.
In the Password - Credit Adjustment, Delete dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
A confirmation message appears.
Click OK.