Making Remittance Adjustments

You can make remittance adjustments if the sum of the claim payments does not match the total payment amount for a remittance. For example, a remittance from VSP may include a Unity Savings bonus. Before you can post this remittance, you will need to create a remittance adjustment for the amount of the bonus.

To simplify the remittance posting process, you can create insurance payment rules in Administration to automatically adjust or write off underpaid claims. When a remittance is downloaded to Eyefinity Practice Management, the payment rule created for its carrier is applied to any underpaid claims in the remittance, which the system then automatically adjusts or writes off according to the rule. For more information, see Setting Up Payment Rules for Electronic Remittances.
  1. Open the Remittance Details window for a remittance.
  2. Click + Remittance Adjustment.

    The Remittance Adjustment window opens.

  3. Enter the information for the remittance adjustment, and click Save.

    Eyefinity Practice Management adds the adjustment to the Remittance Adjustment tab.

    Click Edit to update remittance adjustment information or click Delete to delete the remittance adjustment.