Payment Actions
The following payment actions can be taken:
- Adjustment - is used to adjust unapplied balances.
- For example, an ERA was auto posted in the system for a claim that was generated in a different billing software.
- Since the claim does not exist in the system there is no entry to apply payment against.
- Use the Adjustment action to set the unapplied amount to $0 with a note explaining the reason for the adjustment.
- Interest - ERA or EOB includes an interest payment from the payer
Once posted, the Payment Summary is updated and the action will appear on the Transaction History page, along with the date of the action and the name of the Staff member who did the action.
Action: Adjustment
The Adjustment action displays an amount field, a list of adjustment codes, and an optional note. Select an adjustment code and click Post.
Action: Interest
The Interest action displays an amount and dropdown with a list of interest codes. Select an interest code, enter an amount, optional note, and click Post.