Insurance Write-Off
Impact: Insurance balance is reduced by the write-off amount.
Flow: Insurance Balance → Insurance Write-Off.
Transfer to Patient
Impact: Insurance balance is transferred to the patient’s balance.
Flow: Insurance Balance → Patient Balance.
Denied
Impact: Balances remain unchanged.
Flow: Claim status updates to Denied.
Do Not Post
Impact: No changes are made to balances or claim statuses.
Flow: Transaction is ignored, and balances remain the same.
Patient Write-Off
Impact: Reduces the patient’s balance by the adjustment amount.
Flow: Patient Balance → Patient Adjustments.
Transfer to Insurance
Impact: Patient balance is transferred back to the insurance balance.
Flow: Patient Balance → Insurance Balance.
Insurance Payment
Impact: Insurance balance is reduced by the payment amount.
Flow: Insurance Balance → Insurance Paid.
Transaction Types
How each transaction type moves or impacts respective balances
Updated over 7 months ago