Adjusting the Claim Balance During Payment Posting

Claim balances can be adjusted during payment posting for primary commercial payers. (Exceptions include facility, collections, or state debt payers.)

1. On the Payments page, click Adjust balance.

   

2. On the Adjust Balance pop-up window:

   

   1. Click the Payer field and select the payer type.

   2. Select the adjustment type - write-off or revenue.

   3. Click the Description field and select the reason for the adjustment.

   4. Enter the adjustment amounts(s) in the boxes under the Adjustment heading. The total adjustment amount displays at the bottom of the column.

   5. Click Post now.

To see balance adjustments, go to the Claim page and look in the following tabs:

Credits tab

Running claim balance