Covers your available posting options when using Auto-Posting in EZClaim
Note: These are company-level options. If a user changes these options, they apply to all users.
Click on the ‘Options’ button to select options for posting payments
- Options are set to Track by default
- To select multiple Reason codes, hold down the Ctrl key (or Cmd key on Mac) to select individual options
- Once highlighted, click on Apply Selected, Track Selected, or Ignore Selected to apply
- Options that have been changed will be displayed in Pink
Available Actions
- Apply - Adjustments will be posted with the dollar amount
- Track - The adjustment will be recorded with a $0.00-dollar amount for the purpose of tracking and facilitating follow-up on the claim. The description will include the dollar amount in the format $X.XX from the 835.
Note: This option is typically utilized when a denial occurs and you wish to mark the claim for further investigation.
- Ignore - Adjustment is ignored
Note: This option is typically utilized when the Explanation of Benefits (EOB) indicates an adjustment amount, but it should not be posted because the payment will be made by another party, such as copay or deductible amounts.
Additional Options
- Overwrite existing allowed amounts when posting the 835
- Checked - If the 835 value is greater than $0.00, the existing allowed amounts will be replaced with the 835-allowed amount
- Unchecked - If the existing allowed amount is $0.00 and the 835-allowed amount is greater than $0.00, the program will apply the 835-allowed amounts
- Use 835 payment date as posting date
- Checked - EZClaim will use the 835 Payment Date as the posting date for payments and adjustments contained in the 835
- Unchecked – EZClaim will use the current date
Note: After checking this box on the Options screen, you must close and reopen the current ERA for this to take effect. It will then be defaulted for future ERA auto posting.
- Apply zero-dollar disbursements
- Checked – EZClaim will apply payments with a $0.00-dollar amount
- Unchecked – EZClaim will ignore $0.00 payments
Note: Zero-dollar payments from denied claims will not be posted
Important Note: After checking the Apply zero-dollar disbursements box on the Options screen, you must still manually check the ‘Apply Disbursement’ boxes for any $0.00 line payment amounts in the current ERA.
This option will then be defaulted for future ERA auto posting.
- Allow payments and adjustments greater than the balance to be applied
- Checked – EZClaim will apply payments and/or adjustments even if it would cause the service line to have a negative balance
- Unchecked – EZClaim will not apply payments and/or adjustments that would cause the service line to have a negative balance
- Don’t apply reversals of previous payments and adjustments
- Checked – EZClaim will not apply payments or adjustments from claims with a status code of 22 (Reversal of Previous Payment)
- Unchecked – EZClaim will apply payments from claims with a status code of 22 (Reversal of Previous Payment).
- Adjustments may also be applied depending on the Apply, Track, or Ignore setting
Note: EZClaim allows for the posting of adjustments related to reversals, even if the Don't apply reversals... box is checked.
In these cases, the adjustments will initially be set to Ignore but the user can manually change the action to Apply or Track as needed.
💡It is important to remember that all adjustments will be displayed in the lower grid, regardless of whether the reversals box is checked or not.
- Group adjustments by Claim Status instead of Processed Status
- Checked – EZClaim will group adjustments by claim status
- Unchecked – EZClaim will group adjustments by processed status