How to apply and manage Adjustments in EZClaim
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Adjustments
Adjustments may be entered in multiple locations
- During Auto-Posting
- During manual payment entry
- Directly on the claim screen
Auto-Posting
To learn more about posting adjustments during the auto-posting process, please refer to the section on 835 Adjustments Grid.
Claim Entry
If you would like to input an adjustment directly to a service line, you have the option to do so by utilizing the Adjustments window.
- Open the claim
- Double-click the Adjs cell on the service line
- Enter Adjustments as needed
Tip: You can press the T key on the keyboard for today's date or press the B key on the keyboard to enter the balance of the service line.
This feature is particularly useful when writing off the balance.
- Click OK when finished
Deleting Adjustments
There are two ways to delete adjustments: from the Claim screen or from the Find Adjustment window.
Claim Screen
- Double-click the Adjs cell to open the Adjustment window
- Click the X button on the left side of the adjustment record
- Click Yes on the confirmation window
Find Adjustment Window
- Open the Find Adjustment window
- Highlight the adjustments to be deleted
Tip: You can use the Ctrl (or Cmd on Mac) or Shift key to select multiple rows
- Right-click a highlighted row and select Delete Adjustments
Payment Entry
When making a payment using the Payment Entry screen, you have the option to utilize the Adjustment columns that are available. Please refer to the Payments Management section for more information.
If necessary, you can utilize the adjustment options on the right to include extra Adjustments and/or the Reason Code column. Additionally, you have the option to add a Remark Code column.
Tracking Adjustments
EZClaim utilizes a feature known as Tracking Adjustments to assist in the follow-up of claims that have been denied for various reasons.
A tracking adjustment refers to an adjustment with a $0.00 amount.
When auto-posting, select Track for any of the adjustments you want to follow up with.
For more information, please review the 835 Adjustments Grid section.
You can then use Find Adjustment to easily find the claim and/or create tasks to remind yourself later.
To manually enter a tracking adjustment, simply input $0.00 in the amount field.
Additionally, it is recommended to include a reason code to identify the specific issue. This can be done either during payment entry or on the Adjustment window from the Claim screen.
Write-Offs and Bad Debts
EZClaim allows you to write off claims or service lines in bulk using the Find Claim and Find Service screens.
We suggest first creating reason codes to represent write-offs or bad debts for later tracking. This is done in the Reason Code Library. See Code Library for information on adding codes.
Once you have the codes in place, use the Find windows to zero out the claims or service lines. See Find Claim or Find Service Line and look in the Other Actions section for more information.
Write Off Claim
If you need to write off a single claim, use the Write Off Claim feature available when a claim is open.
- Open the claim to Write Off
- Click the Write Off Claim button on the ribbon bar
- Enter the adjustment information and click OK.
An adjustment will be entered on each service line for the service line balance amount.