1.5 Close Reasons
Close Reasons Close Reasons relate to Insurance Claim balances & , specifically 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 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
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Enter a Description for the Close Reason
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Click Save
in a name and description
To Change or Delete A Close Reason:
Click the Select Reason from the drop-down menu
Make the necessary changes to the Name &/or the Description & Save
Alternatively you may also click and make any necessary edits
Click Save (Click Delete to remove that the 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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