Applying Batch Adjustments

To adjust the outstanding receivable for multiple claims in AcuityLogic Billing, you can apply a batch adjustment. A batch adjustment adjusts the total outstanding receivable for all selected claims so that the resulting outstanding receivable for each claim is $0.

To apply a batch adjustment

  1. Click Miscellaneous, and select Batch Adjustments.

    The Batch Adjustment window opens.

  2. Specify search criteria in the following fields:
    • From the Carrier drop-down list, select a carrier.
    • From the Claim Status drop-down list, select a claim status.
    • (Optional) In the Service Date From and Service Date To fields, specify start and end dates for the search.
    • In the Item Type drop-down list, select item types to include in the search.
      By default, all item types are selected. To select individual item types, deselect All, and select the item types to include in the search.
    • From the Adjustment Reason drop-down list, select an adjustment reason.
      If you selected Overpaid from the Claim Status drop-down list, you can select the way you want the overpayment to be handled from the Adjustment Reason list.
  3. Click Search.

    The claims that meet your search criteria are displayed.

  4. Select the check boxes for the claims you want to adjust.
  5. Click Adjustment.
  6. In the confirmation message, click OK.

    The selected claims are adjusted, and the outstanding receivable for each claim is to $0. The claims are removed from the list in the Batch Adjustment window.

  7. To verify that the total outstanding receivable for a claim was adjusted:
    1. Open the Claim Detail window for an adjusted claim. See Opening and Navigating the Claim Detail Window.
    2. View the Claim History section.

      The Claim History section contains a line for each line item in the claim.

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