Auto-posting adjustment code associations at the insurance company level is optional. If your practice uses data specific to an individual insurance company, the system provides the ability to setup auto-posting adjustment code associations.
When RevolutionEHR receives a remit, it reads the insurance company associated to the invoice. If the practice has setup specific adjustment code associations, it will match the insurance and associated code and reason. If the practice does not have a specific code association setup, it will match the insurance to the default list in Data Configuration > Accounting > Auto-Posting Adjustment Code Associations.
Instructions
- Access Admin > Vendors/Partners > Insurance Companies > open the insurance company.
- Access Adjustment Code Associations tab.
- Click '+ Add.'
- In the Auto-Posting Adjustment Code Associations modal, complete all required fields.
- Based on the selection made for Transfer Type, the dropdown menu for Reason includes the system options for Balance Transfer Reasons, or Balance Write-off Reasons. See Example Select the appropriate option from the dropdown menu.
- Click 'Save.'
- Click 'Save & Close.'
- Log out and log in to see the changes associated to the setting.