The Exception split option provides easy accessibility to Statements that need attention before they are sent. The ability to review Exceptions in a Statement Batch allows you to Remove a Guarantor or an Encounter from the Batch or to Modify an item or Guarantor before sending the Statements.
A Patient has money in Escrow or has a credit balance.
More than one Patient is connected to the same Guarantor, and one or more of those Patients have money in Escrow or a credit balance.
Note that these actions are only available for statement batches that have not been uploaded.
Remove or Modify Selected Items in the Exception Batches
Select the number in the Statements column on the Exception Batch.
Remove Selected Items
Choose the checkbox(es) of the items to be removed.
Select the Remove Selected Items button.
Select the OK button.
Modify Selected Items
Modify Selected Items: This allows you to write off the balance easily or reset the Dunning Count for Guarantors or Encounters.
Select the Guarantor (or in the example, Encounter if "Separate by Encounters" option was selected) checkbox(es) to activate the Modify Select Items button.
- Select one of the two options:
- Write-off Balance
- Reset Dunning Count
Write-off Balance
- Action: Select Write off Balance.
- Select an Adjustment Code
- A new Adjustment Code can be added using the Add button.
- Change Status: Select a status from the dropdown menu.
- Select the checkbox to Remove from Batch.
- Enter a Note explaining why the balance is being written-off.
- Select Save [F2].