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 New Close Reason:
Enter a Name and Description
Enter a Description for the Close ReasonClick Save
To Change or Delete A Close Reason:
Click the Select Reason drop-down menu
Make the necessary changes to the Name &/or the Description & Save
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.