When we have insurance claims pending but need to delete another insurance plan from the charges when cleaning up the unbilled insurance report, the charges move from Ins due to Pt due even though there are still claims pending. This should not occur.
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Let's say you have an active medical and dental policy. You need to remove the charges from going to medical. If you delete the medical plan from the charge, the charge automatically moved to Patient Due even though an active dental claim is still pending.
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The reason why the balances changes from Insurance Due to patient Due is because of the Insurance Due Calc Method assigned to the patient(s).
When you edit a charge for a patient set to ‘Do not Calculate’ then the balances moves from Insurance Due to Patient Due. Do Not Calculate is used when you want all charge amounts to appear under patient due but the SW will still allow you to add amounts under Insurance during posting.
I did notice that the reverse is not true when the Insurance Calc method is set to ‘Calculate without estimating’ which defaults all charge amounts to Insurance Due. Editing a charge for a patient set to ‘Calculate without estimating’ does not move the balance from Insurance Due to Patient Due.
So the question now becomes, does your office use Allowable Schedules? If you do, then all Patients should be set to ‘Calculate with Estimating’ otherwise they should be set to ‘Calculate without estimating’. Charge amounts will still be set to patient due if the patient has no Insurance but set to Calculate without Estimating.
To update all patients, go to Tables > Practice > Practice Preferences > Insurance Tab and change the method to either Calculate without Estimating or Calculate with Estimating and uncheck ‘Allow Patient Override’, and click OK to save changes. Unchecking this box updates all patients to the selected method.
I went to change our settings to Calculate Without Estimating but it was already set to that. Yet, when we have patients with dual insurance it still automatically moves from Insurance Due to Patient Due if I drag one of the insurances to the trash for a charge.
Possible work around: I am running 22.214.171.124. I posted two charges. Submitted claims for both primary and secondary. I edited each procedure. Trashed the primary claim. Noted the balance moved from Insurance to Patient. I selected Cancel instead of OK. The end result was the balance stayed with insurance and the primary claim was successfully removed.
Test this out and let me know if it works for you!