Financials

Follow the process outlined below to document and work with claim financial information. Depending on your particular claims scenario, you may wind up skipping some of the process steps.

Financials Process

1
View Audit Charges
2
Document a Charge
3
Document an Overpayment
4
Edit an Overpayment
5
Delete an Overpayment
6
Refund an Overpayment
7
Write Off an Overpayment
8
Document a Refund
9
Document a New Loss Adjust Expense
10
Edit Loss Adjust Expense
11
Create a Pend / Denial Specific Adjustment
12
Manually Adjust Claimant Reserve
13
View / Adjust Claimant Reserves
14
View / Edit Claimant Split Funding
15
View / Edit Claimant Tiered Split Funding
16
Request a Check
17
Request a Loss Adjustment Check