3rd Party billings that have been declined or partially paid that were not dealt within the 3rd Party Receive Payments screen will end up in the 3rd Party Reconciliation Wizard. This article will step you through the process of billing the difference back to a 3rd Party Payor. Note: This 3rd Party Payor must be setup and active.
Billing -> 3rd Party Reconciliation Wizard
The first box, Step 1, will appear with the 3rd Party Payor types to reconcile, highlight one type or [ALL] > [Next].
Step 2 & 3 leave at the defaults and just click [Next].
Step 4, double click on the Patient/Amount you wish to address, or single click and [Reconcile]
Next, the 'Reconciliation Wizard - Reconcile Partial/Refused Payments' screen is displayed. This is where you will reconcile the item selected.
1. This section displays the billing amount, the date and information on what amount was paid. Verify that the 'Bill Info' and the 'Pay Info' are correct.
2. These are the actions that can be taken for the billing. Click [Bill 3rd Party Diff].
The bottom section of the screen displays the new 3rd Party Billing details.
Date: We always recommend leaving dates and NOT back dating. If you are changing the date, make sure you are aware of how this affects your data for reporting, which will affect paying practitioners and balancing.
3rd Party - Select the appropriate payor in the 3rd Party drop down box. Note: 3rd Party Amt and billing item can be altered if required.
3. Click [Next] if you have more billings to deal with or [Finish] if you are done. This returns you to the main screen.
4. In Step 4, the action you took on the billing(s) will display in the 'Action' column, make sure it is correct. [Next] to proceed.
5. [Process Reconciliation Changes].
6. Preview/Print if required
This will put the billing back on the patient's 3rd Party A/R as 'Waiting to send', to be processed later like any 3rd party billing. If you require information on how to process 3rd party billing, click here: Creating a 3rd Party Invoice/Online Billing
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