Transfer
|
Code
|
Description
|
Patient
|
Insurance
|
Affect Today’s Deposit
|
|---|---|---|---|---|
| TB | Transfer Balance Owing | Transfers the balance owing from the patient side of the ledger to the insurance side. | Transfers the balance owing from the insurance side of the ledger to the patient side. | Yes |
Increase
|
Code
|
Description
|
Patient
|
Insurance
|
Affect Today’s Deposit
|
|---|---|---|---|---|
| BID | $-Bulk Ins. Debit | N/A | Used when you get a negative amount on a bulk insurance cheque. (ie. the insurance company is taking money back). This adjustment reverses a portion of a bulk, or a full bulk insurance payment that has been applied to a patient. | Yes |
| CWO | $-CR. Write Off | Used to balance out an account that has a credit. Typically used on really old credits or when an account is being closed. | Used to balance out an account that has a credit. Typically used on really old credits or when an account is being closed. | No |
| PDM | $-PMT Debit (Incr) Memo | A Payment Debit Memo (PDM) is used in conjunction with a Payment Credit Memo (PCM) to adjust payments. They are offsetting adjustments, always used together for the same amount of money. | A Payment Debit Memo (PDM) is used in conjunction with a Payment Credit Memo (PCM) to adjust payments. They are offsetting adjustments, always used together for the same amount of money. | No |
| RP | $-Refund Payment | Used when a patient has made an over-payment on his/her account and it has been applied to a treatment or claim | Used when an insurance company has made an over-payment on his/her account and it has been applied to a treatment or claim | Yes |
Decrease
|
Code
|
Description
|
Patient
|
Insurance
|
Affect Today’s Deposit
|
|---|---|---|---|---|
| CAWO | Collection AGNC. Write Off | Used when an account is not collectible, and you want to send it to collections | N/A | No |
| FD | Fee Discount | Used when a treatment is to be discounted. When this adjustment is done it will print on the receipt as “Courtesy Discount” allowing the patient to see exactly what discount they are getting | N/A | No |
| FPE | Fee Posting Error | Used when a treatment has been posted incorrectly OR posted to the wrong patient/account OR to the wrong producer and it cannot be deleted. (i.e. entries made before last month end) | Used when a treatment has been posted incorrectly OR posted to the wrong patient/account OR to the wrong producer and it cannot be deleted. (i.e. entries made before last month end) | No |
| FWO | Fee Write Off | A Fee Write Off is for general use to decrease balances when you know the patient will not be paying. | A Fee Write Off is for general use to decrease balances when you know the insurance company will not be paying. | No |
| PCM | $-PMT Credit (Decr) Memo | A Payment Credit Memo (PCM) is used in conjunction with a Payment Debit Memo (PDM) to adjust payments. They are offsetting adjustments, always used together for the same amount of money. | A Payment Credit Memo (PCM) is used in conjunction with a Payment Debit Memo (PDM) to adjust payments. They are offsetting adjustments, always used together for the same amount of money. | No |
| PRE | $-Payment Re-entry | Allows you to enter a payment that was wrongly removed through a RP – Refund Payment adjustment OR to enter a payment received on a previous day and shouldn’t be included in today’s deposit. | Allows you to enter a payment that was wrongly removed through a RP – Refund Payment adjustment or a BID – Bulk Insurance Debit adjustment. | No |
