Skip to main content

Patient Collections window – Claims level

  1. Last updated
  2. Save as PDF

Path: Transactions>General > Collections/Patient 

Within the Claims section of the Collections/Patient window, you can view such information as:

  • ageing
  • from and through dates of a claim
  • pay source
  • contingent secondary payer
  • gross and net amounts of a claim
  • total payment and total adjustment amount
  • void adjustments amount
  • balance due
  • claim type
  • rebill date
  • DCN

Also, you can view whether the payments, adjustments, and denial adjustments have been posted to individual detail lines for the claim.

On this level, you can post payments, adjustments, and denial adjustments on the claim level to the selected claims in the Payments, Adjustments, and Denial Adjustments sections.

Using the Claims level, you can distribute payments and adjustments among claim line items by clicking the Distribute button.

  • The denial adjustments are not distributed.
  • This button is only available if the pay source for the selected claim has the Post to Line Items option selected for the appropriate insurance code and insurance plan in the Administration>Financial>Insurance Codes>General tab and the Insurance Companies>Plans tab.

To view collection notes for the selected claim, click  in the Claims grid.

For more information, see About Collection Notes for Claims dialog.