Updating Service Line Distributions

Complete this task to modify an unposted, service line distribution from an insurance payment.

Use the Explanation of Benefits (EOB) from the payer to complete the service line distribution or the Electronic Remittance Advice (ERA) to verify the service line distribution. For payments distributed through the ERA process, verify Roll To and any miscellaneous adjustments that were applied. The payment must be in balance before saving. If any amounts have been applied as miscellaneous adjustments, these transactions will be listed on the Remit Detail page.

Some payment data on service line distributions may be modified after the payment has been posted. This data includes the payment Control Number and the Allow/Disallow, Contractual WO, Copay, Deduct, Whold, and Paid (QTY) amounts. On the Active AR tab of an Account, check the Show Edits box to show these changes. When this box is not checked, payments modified after posting are indicated by a symbol.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the Distribution: [ID] page, begin in the Claim Information section.
2	In the Service Lines section, complete the following as it applies to each service line on the claim this is being modified: Enter the amount that the primary payer allows or disallows for the procedure, or enter both, in the Allow or Disallow fields, if applicable. The Cont WO (Contractual Write-Off) field is calculated automatically. If desired, you may enter it manually (see Note). Enter the amount of the deductible on the EOB in the Deduct field. Enter the amount of the copay on the EOB in the Copay field. Enter the amount that is being applied to the service line in the Payment field. Enter the amount that is being withheld by the payer, if applicable, in the Whold field.	Click the icon next to the Cont WO value to manually enter the contractual write-off amount. The icon changes to . Click inside the field and enter the new value. Click the icon to return to the automatically calculated Cont WO value. The icon changes back toand recalculates the Cont WO field.
3	(Optional) Verify the correct party is selected in the Roll To field. If not, open the field drop down list and select the correct option.
4	(Optional) To specify a denial from the payer, click the Reason field of the service line and enter the following information on the Claim Adjustment Reason Codes window: Open the Group Code drop down list and select the applicable group code. Open the Reason drop down list and select the reason code for the claim adjustment. Enter the units or minutes associated to the anesthesia procedure in the Quantity field, if applicable. Enter the amount of the adjustment to the claim in the Amount field. Open the Financial Imp (Financial Impact) drop down list and select the adjustment code (positive or negative) if the denial affects active AR. Click OK to save and to close the Claim Adjustment Reason Codes window.
5	(Optional) Enter the paid quantity being applied in the Paid QTY field to record the quantity of units or minutes of an anesthesia procedure that is being paid.
6	(Optional) To distribute money to miscellaneous income, click Add in the Misc Income table and complete the Transferring Money to Miscellaneous Income task.
7	If you make a mistake while entering data in a service line, click Clear Line to clear all data entered, then enter the appropriate data.
8	To record notes on the service line, select the service line, and then click Edit Notes. The Edit Note window opens. Complete the following information: Enter or update notes in the Notes field. Click OK. The note is displayed in the Notes section under the Service Lines table.
9	When you are finished with the service line, do one of the following: To save the distribution and add another one, click Save & Add Next (or press Alt + V). Repeat all steps in this task for each service line distribution that applies to the claim. To save the distribution without adding another distribution, click Save (or press Alt + S). All distributions will be added to the Payment: New or Payment: [ID] page.