Have you ever received a payment for a claim and mistakenly posted it to the wrong patient and claim? If the transaction has closed, the claim and payment are locked with a “history” status, which means that you cannot change or delete it. So, what can you do to correct this problem? You can use several tasks in Dentrix to make it right!
Watch the following video to learn how to correct posting errors on insurance claims in history. (Duration 4:38)
Additional Tips
- If a write-off adjustment was entered as part of the original claim’s payment, you must also make a charge adjustment of the same amount to zero it out.
- Regarding the invalidate procedures section: if more than one provider performed procedures associated with this claim, make a note of the procedures and providers that performed them so you can make the correct adjustments for the procedure fees in the adjusting fees section.
- When a transaction is invalidated, a plus sign (+) in the Ledger’s Transaction Flags column indicates that the procedure has been invalidated.
- You can use the invalidated sign (+) to identify those invalidated procedure fees that you need to credit to the patient’s Ledger (refer to the adjust the fees section).
- To quickly identify all the transactions (procedures, claims, payments, adjustments, etc.) that are associated with the incorrect payment, in the Ledger, select the claim or payment (or any of its associated procedures) and click View > Show Transaction Links. All related transactions will be highlighted.
- After the error is corrected, the incorrectly paid claim will still display as received (Rec’d) in the patient’s Ledger; however, it will not appear in the Insurance Aging Report for tracking purposes.
- Generally Accepted Accounting Principles (GAAP) state that once you enter an item into a ledger, you can only correct the error by entering an offsetting adjustment for it. To comply with GAAP, Dentrix locks out changes to claim transactions once the claim is moved into history.
- In the Chart, you can invalidate multiple procedures at once. To learn how, read Invalidating Procedures in History in Dentrix Help.
- In the Ledger, you can invalidate only one procedure at a time. To learn how, read Invalidating a Procedure in History in Dentrix Help.
- To learn more about posting errors on insurance claims in history, read Editing Transactions in History in Dentrix Help.
- As needed, review the following Mastery Tracks topics:
- As needed, review the following Dentrix Blog posts:
- As needed, read Oops! What to Do When the Wrong Tooth was Posted from Dentrix Magazine.
Check Your Knowledge
There is no “Check Your Knowledge” for this lesson topic.