Applying Batch Adjustments

If you need to adjust the outstanding receivable for multiple claims, 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.

Only staff and providers who have the Batch Adjustments security setting selected can perform batch adjustments. For more information, go to Setting Up Your Resources (Providers, Staff, and Office Resources).

To apply a batch adjustment:

1. From Claims Management, click Process Payments, and select Batch Adjustments.
2. Select a Carrier and Claim Status.
3. Select an Adjustment Reason.

   If you selected Overpaid as the Claim Status, you can select an option from the Adjustment Reason drop-down list to determine how you want the overpayment to be handled.

4. Click Search.
5. Select the check boxes for the claims you want to adjust.
6. Click Adjustment.
7. In the dialog box that appears, click OK.

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

8. To verify that the total outstanding receivable for a claim was adjusted, open the Claim Detail window for an adjusted claim and view the Claim History section.

   For more information, go to Viewing Claim Details.

   The Claim History section displays a line for each line item on the claim.