Editing Transaction Details
Covers editing the details for a transaction that is on an open EOB.
Open the Transaction for Editing
Open the transaction for editing by clicking on the Edit icon, found on the left side of the transaction row.
Edit Transaction Details
Use the Transaction Detail Section to edit information. The information available for editing is determined by whether or not the transaction is being accepted or declined.
Accept
- Memo - Any special notes pertaining to this transaction.
- Allowance - How much is being paid towards this transaction.
- Accept As Paid In Full - Denotes that the Non Charge Amount will be written off.
- Write-Off Account - The account the Non Charge Amount will be taken from if Accept As Paid In Full is checked.
- Member Liability - The amount the client is responsible for.
- Other Insurance Amount - The amount to be transferred to another insurance company.
- Waterfall To - The insurance company to be charged with the amount entered in Other Insurance Amount.
Decline
- Decline Reason - Why the transaction is being declined.
- Waterfall/Writeoff - Determines if the transaction should be sent back to Proofing for rebilling or if the transaction should be marked as a loss against the default writeoff account.
- Memo - Any special notes pertaining to this transaction.
Save Transaction
Click on the Save Transaction button to save your work.