1.6 Close Reasons

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 name and description

To Change or Delete A Close Reason:

1. Select Reason from the drop-down menu and make any necessary edits

2. Click Save (Click Delete to remove 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.