Adjust or Write Off Charges on a Claim

Caution: You cannot adjust or write-off charges that are At Payer status. When charges are At Payer, you must move the charges to patient responsibility before you can adjust the charges.

Use the instructions below to adjust charge on a claim.

  1. Log in to Insight Billing.
  2. Select Adjust Charges from the Corrections menu.

  3. The Adjust Charges window displays. Enter a claim number or select a select a patient to display the charges.
  4. Once charges display, use the drop down arrow on the Claim Status column to filter and display only charges at patient responsibility.
  5. Select the charge you need to adjust.
  6. Use the drop down arrow on the Action column and select Adjust.

  7. Enter the new amount owed and select a reason for the adjustment.

  8. Select Save Changes to update the charges. The Owed column is updated to amount entered previously.

Use the instructions below to write-off a charge on a claim.

  1. Follow steps 1 through 4 above.
  2. Select the charge you need to write off.
  3. Use the drop down arrow on the Action column and select Write Off.
  4. The New Owed column is automatically set to $0.00.
  5. Select a reason for the adjustment.

  6. Select Save Changes to update the charges. The Owed column is updated to amount entered previously.

To write-off all the charges on a claim:

  1. Follow the steps 1 through 4 at the top of the page.
  2. Click Select All to select all of the charges displayed.

  3. Select Write Off Selected.
  4. Select a write off reason at the select reason dialog box.

  5. The system automatically sets the Action column to Write Off, the New Owed amount to $0.00, and the Reason column to what was entered previously.
  6. Select Save Changes.

To adjust all the charges on a claim:

  1. Follow steps 1-4 at the top of the page.
  2. Select Adjust Selected.
  3. From the Select Reason dialog, select an adjustment reason and enter the percentage to reduce the charges by or enter a new total amount for all the selected charges. If you enter a new total amount, the system automatically adjusts the new owed amounts to total the amount you entered.

  4. Select Save Changes and the owed amounts are updated.

    In this example, all of the new owed amounts total $100.00.

Related Links:

Add a New User Adjustment Reason

Reverse a User Adjustment

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