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What would you like to do?
Adjust Charge
To add an adjustment based on an explanation of benefits for an insurance claim, the claim status must be complete . Titanium will automatically prompt users to enter insurance payments when a claim is marked complete, so a separate adjustment is unlikely to be needed.
1. Navigate to the billing file screen by:
| o | On the calendar screen, right click on the appointment and click Billing File, or |
| o | On the clients tab of group appointments, click the desired client and click Billing File, or |
| o | Search for the desired client, and click the Billing File icon on the menu bar, or |
| o | From the calendar screen, click Open > Billing File, and click Find to search for the client. (Note: You can work with multiple client accounts by clicking Find Clients, setting the filters and clicking Search. Click Ok to view the accounts of all clients who match the search criteria.) |
2. Right click on the service line and choose Post Payment.
3. If required, choose Insurance payment type.
4. Enter the amount paid by insurance, if any.
5. Enter the amount of the adjustment.
6. Click Ok to save.
Write off Charge
Your center administrator may have chosen to restrict the ability to enter write offs to only users with system administrator security access.
1. Navigate to the billing file screen by:
| o | On the calendar screen, right click on the appointment and click Billing File, or |
| o | On the clients tab of group appointments, click the desired client and click Billing File, or |
| o | Search for the desired client, and click the Billing File icon on the menu bar, or |
| o | From the calendar screen, click Open > Billing File, and click Find to search for the client. (Note: You can work with multiple client accounts by clicking Find Clients, setting the filters and clicking Search. Click Ok to view the accounts of all clients who match the search criteria.) |
2. Right click on the charge and choose Write Off.
3. Enter the amount and reasons, if desired.
4. Click Ok.
5. Click Exit.
Write off Account
Your center administrator may have chosen to restrict the ability to enter write offs to only users with system administrator security access.
1. Navigate to the billing file screen by:
| o | On the calendar screen, right click on the appointment and click Billing File, or |
| o | On the clients tab of group appointments, click the desired client and click Billing File, or |
| o | Search for the desired client, and click the Billing File icon on the menu bar, or |
| o | From the calendar screen, click Open > Billing File, and click Find to search for the client. (Note: You can work with multiple client accounts by clicking Find Clients, setting the filters and clicking Search. Click Ok to view the accounts of all clients who match the search criteria.) |
2. Click the Write Off icon on the menu bar.
3. Click Write Off Client Balance button.
4. Click Ok.
5. Click Ok.
6. Click Exit.
Document a Refund
1. Navigate to the billing file screen by:
| o | On the calendar screen, right click on the appointment and click Billing File, or |
| o | On the clients tab of group appointments, click the desired client and click Billing File, or |
| o | Search for the desired client, and click the Billing File icon on the menu bar, or |
| o | From the calendar screen, click Open > Billing File, and click Find to search for the client. (Note: You can work with multiple client accounts by clicking Find Clients, setting the filters and clicking Search. Click Ok to view the accounts of all clients who match the search criteria.) |
2. Click the Invoices tab.
3. Double click to open the invoice with the payment to be refunded.
4. Click Edit on the menu bar.
5. Enter a charge in the amount of the refund:
| o | Choose the billing code created by your system administrator for use to document refunds |
| o | Enter a description, if desired |
| o | Edit the amount to the amount to be refunded. |
6. Click Save.
7. Click Exit.
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