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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 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 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.

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