Adjusting Claims

This topic explains how to adjust all or part of the outstanding receivable for a claim in AcuityLogic Billing. By adjusting all or part of the receivable, you indicate that you will not receive that payment amount from the carrier or patient.

To adjust a claim

  1. Open the Claim Detail window for a claim. See To open the claim detail window.
  2. Perform one of the following actions:
    • To adjust the total outstanding receivable for the entire claim, click Adjustment. You can adjust an entire claim only if the claim status is Overpaid.
    • To adjust the outstanding receivable for a line item in the claim, select Adjustment from the Action drop-down list for the line item.

    The Adjustment window opens.

  3. In the Amount field, enter the amount of the adjustment. AcuityLogic calculates the outstanding balance for the line item and displays the amount in the Outstanding Amount field. If you are adjusting the entire claim, you cannot change the amount because it defaults to the total outstanding receivable for the claim.
  4. From the Adjustment Type drop-down list, select an adjustment type.
  5. Click Post Transaction.

AcuityLogic adjusts the outstanding receivable for the claim. If you adjusted the entire claim, AcuityLogic changes the status of the claim and all line items in the claim (except those marked as Non Receivable) to Fully Paid.

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