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.
Exception Batches will be created per Statement Profile for the following:
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. All Patients of that Guarantor will be included in the Exception batch even if only one has the issue.
A Patient is deceased.
If you want to continue sending Statements to the Guarantor of the deceased or the Estate, an Exception Batch for Deceased Patients can still be uploaded manually without any further action being taken.
Write-off Balance
Reset Dunning Count
Resolved Exceptions