Do you participate with insurance carriers that require you to offset remaining balances that are not covered by them? Or do you sometimes receive overpayments from carriers? If so, you can offset the balances by assigning “write-off” or “refund” adjustments, respectively, to your patients’ Ledgers.
Watch the following video to learn how to enter an insurance adjustment. (Duration 2:25)
Additional Tips
- For the first method, you must make a payment on an insurance claim. To learn more about making payments, refer to the Mastery Tracks topic Posting an Insurance Payment.
- As a third method, you can also enter an adjustment to the Ledger by clicking Transaction > Enter Adjustment and then follow steps 3 to 9 of Method Two. To learn more, review the Mastery Tracks topic Posting an Adjustment. However, by using this method, the adjustment will not be linked to the original claim.
- When selecting Write-Off in the Enter Adjustment box, if you select “$,” the dollar amount in the Total Amount field will be the difference between the Total Amount Billed and the Total Amount Paid. If you select “%,” you can enter a number for the percentage to be applied to the Total Amount, and the resulting dollar amount will automatically display. Note: You can change the Total Amount if needed; however, it’s usually best to not enter an amount that’s more than the displayed Total Amount.
- When selecting Refund in the Enter Adjustment box, the “$” is your only option, and you must enter the Total Amount that you want to be charged back to the account.
- To learn more about adding adjustment types, review the Mastery Tracks topic Adding Insurance Adjustment Types.
- You can set up Dentrix to automatically display your preferred Write-Off and Refund adjustment types to speed up entering insurance adjustments, so you won’t have to search through a list each time you apply these adjustments. To set these up, review the Mastery Tracks topic Setting Up Automatic Adjustments for Insurance Payments.
- To learn more about entering an insurance adjustment, read Entering Insurance Payment Adjustments in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Create a new adjustment called “Insurance Write-Off” and then use it to post an adjustment to Brent Crosby’s account.