If the automatic third-party estimate overrides feature is enabled, and if your user account has the "Unlock Third-Party Overrides" security right enabled, you can modify the third-party estimate overrides that are associated with a completed procedure.
To edit locked third-party estimate overrides
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
Open a patient's Ledger page.
Select a procedure.
The Edit Procedure dialogue box appears.
Next to Third-Party Estimate Overrides, click (or tap) the Unlock icon.
In the Authorized user and Password boxes, type your credentials if you have security rights to unlock insurance estimate overrides, or have the person who has sufficient security rights type his or her credentials.
Click (or tap) Unlock.
The override options become available for editing.
Do any of the following:
To add a Primary or Secondary estimate, select the corresponding check box, and then enter the correct amount in the corresponding box.
To change a Primary or Secondary estimate, enter the correct amount in the corresponding box.
To remove a Primary or Secondary estimate, clear the corresponding check box.
To recalculate the estimates, using the latest coverage information from the patient's record, and insert those amounts in the Primary or Secondary boxes, click (or tap) the Refresh button .
Note: The sum of both estimates cannot exceed the amount being charged for the procedure.
Click (or tap) Save.
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