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The Followup Queues include all open claims, regardless of claim balance, even if the visit balance is zero. There are numerous reasons a claim could have a status of "Open" even though there is a zero balance on a visit. For example:
| • | A payment is posted, the balance is adjusted-off bringing balance to zero, and claim is held. This often happens with remittance processing. |
| • | According to the ERA Rules set up on the Plan, the claim may be put on “Hold” status if the approved is less than the allowed. |
| • | A secondary payment is inadvertently posted to the primary claim #, bringing visit balance to zero but leaving the 2ndary claim open |
| • | Someone reprocesses a visit creating new claims that never have a payment or denial posted to them |
| • | Primary payment/adjustment creates zero balance visit, but a secondary Medigap claim remains open |
The purpose of including zero balance claims in the Queues is to allow someone to verify payment and resolve any issues associated with these claims. Managers may decide to utilize the Close Zero Balance Visit Claims utility to automatically “close” some of these claims at their discretion. MedSuite strongly recommends utilizing this program with discretion as there is no way to "undo" the results.
Practice
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Select a practice from the drop down menu
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Close Claims Created On/Before
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Enter a date. All claims with a zero balance created on or before that date will be closed.
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Claim Options
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You may select from the following options for the type of claim you want to close:
| • | Close Held Claims w/Zero Balance Visits |
| • | Close Claims NOT Held w/Zero Balance Visits |
| • | Close Held Claims w/Credit Balance Visits |
| • | Close Claims NOT Held w/Credit Balance Visits |
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OK / Cancel
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Select the OK button to run the utility. Select Cancel to exit the dialog without running the utility.
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