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If this preference is turned on for any computer, click here to use the Insurance Estimating troubleshooting guide.
If you ever see any charges that have a split portion, with amounts in both the insurance and patient portion, it is possible that Insurance Estimating was on when the charges were entered. Check if the charges have applied to the copay, or if payment was ever entered and then deleted, however, as this will also split the portion. Continue reading below to troubleshoot incorrect portions with Insurance Estimating disabled.
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Usually MacPractice users create insurance claims immediately after charges have been entered, to ensure that the portion moves to the insurance portion right away. Even if users use the New Claims manager to create claims instead of creating them when entering charges, this is usually done on the same day charges are entered, to prevent incorrect portions.
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NOTE: There is a preference that will automatically create a claim once the charges have been posted. Go to the MacPractice menu > Preferences > Ledger > New Charge tab > Click ‘Show Print Statement / Insurance Claim’ to activate this. |
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Portions that appear to be incorrect should be addressed as soon as possible. This will ensure that financial reports and statements are correct. If you determine that any of your insurance and patient portion breakdowns are incorrect, this guide will help you troubleshoot to determine where the source of the issue is. Troubleshooting issues with incorrect portions usually involves checking the insurance claim status.
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Using The Prior Authorization:
If there is too large of a patient portion:
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