Close Reasons relate to Insurance Claim balances, specifically when closing out an insurance claim and transferring the balance to patient responsibility (i.e. denial). You have the ability to use one of the pre-defined reasons in the system or create your own reasons to identify why the insurance claim is being closed out.
Go To: BILLING > OTHER UTILITY > CLOSE REASONS
To Create A New Close Reason: Enter in a
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name and
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description
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Click Save
To Change or Delete A Close Reason:
Select Reason from the drop-down menu Make the necessary changes to the Name and/or Descriptionand make any necessary edits
Click Save (Click Delete to remove the Close Reason)
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