Page Comparison

1.5 Close Reasons

Close Reasons relate to Insurance Claim balances & when you are closing out an insurance claim and transferring the balance to patient responsibility (i.e. denial, etc.) you . You have the ability to use one of the pre-defined reasons in the system , or also create your own to identify why the insurance claim is being closed out.

Go To: BILLING > OTHER UTILITY > CLOSE REASONS

To Create A New Close Reason:

1. Enter a Name and Description

2. Enter a Description for the Close Reason 

3. Click Save

To Change or Delete A Close Reason:

1. Click the Select Reason drop-down menu

2. Make the necessary changes to the Name &/or the Description & Save

3. Alternatively you may also click Delete to remove that Close Reason.

This will now be available to use in Patient Accounting when closing out an insurance balance. This is demonstrated in the Patient Accounting section of this manual.

User can also use shortcuts to save and delete. Alt + S to save and Alt + X to delete.