There are a few different ways to push charges to PR in Insights.
This walkthrough illustrates an efficient method using the Posting Tool page.
Important Notes:
- PR can take 10-15 minutes to generate. Please wait for our system to update before attempting to make further adjustments.
- We advise against creating negative balances when posting remittances or adjustments. Negative balances occur when total recorded payments exceed total charges.
⚡ Click here for a quick explanation of when PR gets sent to the patient.
- PR (whether sent to the patient's account or not) is a part of the Balance.
- PR is only sent to the patient when all other balances are resolved, such that
PR amount=Balance amount.
- So a balance consisting of $10 Denied + $20 PR will not go to the patient, because the $10 Denied must first be reconciled.
- When that $10 is resolved (written off, or added to the PR amount) we get one of the following cases:
- $0 Denied ($10 written off) + $20 PR, or
- $10 PR (moved from denied to PR) + $20 PR (previously existing)
- In either case, the balance will now be equal the total PR. This will cause it to be sent to the patient.
Navigate to the Posting Tool and filter for the encounter in question.
Click the arrow next to the encounter to see all its procedures. Find the one you’d like to edit and click Post/Adjust.
In the Posted Payments list, find the row with the payer charge to be written off. Click the three dot menu in its ‘Actions’ column and select Push to PR.
Fill in the amount you’d like to push to PR and write a note explaining the reason for the push.
Then click Push to PR.
You’ll see your pushed charge as a (mandatory and automatic) preview, highlighted green, in the Posted Payments list.
Check the potential result in the Procedure Summary section at the top, which shows potential changes in blue text. If something looks incorrect, you can always undo the write off by clicking the ‘Undo’ arrow in the ‘Actions’ column on the preview.
When everything looks correct, click Confirm Posting.
Done!
Powered by