Correct and Void Patient Billables

When the patient responsibility generated from a closed insurance claim is adjusted, the system will generate a new patient billable waiting to be approved. Once the billable has been approved, the existing billable will automatically close. However, some patient billables require correcting or voiding to ensure the patient's balance is accurately reflected on their statement. Let's review each process together!

Correct a Patient Billable 

Let's review how to correct a patient billable!

1. Navigate to the Attendance Calendar. 
2. Locate the Patient and Date of Service and select the Lock icon.
   
3. After selecting the Lock icon, select Un-submit Attendance.
   
   
4. Next, click the pencil icon to edit the service.
    
5. Make the desired changes and click Save.
    
6. After making the desired changes, select Submit For Billing in the Attendance Calendar.
   
7. Click Save to finish submitting the updated treatments.
   
8. Next, navigate to the Patient > Patient Billing > Corrections and select Check For Corrections.
   
   
9. Click Proceed to continue.
    
10. Under the Type column, select View or Compare to review and confirm updates.
    
11. After confirming the correct changes will be applied to the Patient Billable, select Update.
    
    
12. In the Correction Action window, click Create Corrected Patient Billable Instance before selecting Resolve.
    
13.  Navigate to Work Center > Patient Billing > Approve Patient Billables.
    
    
14. Finally, click the corrected patient billable and select Approve Patient Billables to complete the correction process.
    
    
    

Void a Patient Billable

Private Pay billables can only be voided by removing all of the dates of service for the billable. Billables from Closed Insurance Claims will be voided if one or more dates of service are removed from the source claim (insurance claim). Let's review that process together! 

• 1. Navigate to the Attendance Calendar. 
  2. Locate the Patient and Date of Service and select the Lock icon.
     
  3. After selecting the Lock icon, select Un-submit Attendance.
     
     
  4. Next, click the pencil icon to edit the service.
      
  5. Next, click the trash can icon to delete the service.
     
  6. Click Delete to fully remove the service from the calendar.
     
  7. Next, navigate to the Patient > Patient Billing > Corrections and select Check For Corrections.
     
     
  8. Click Proceed to continue.
      
  9. Under the Type column, Billable voided will be displayed.
     
  10. Next, click Update.
      
  11. In the Correction Action window, click Void Billable before selecting Resolve to complete the process.