Billing Ledger - Updated Patient Responsibility

Note: This entry will only appear when the patient's responsibility is changed when processing an EOB. This entry was previously called "Claim Adjustment" on the previous ledger version.

From the patient billing, click the drop-down next to the appointment to open it.

Click the drop-down next to Updated Patient Resp.

Note: Only the patient balance will change, and the changes to the insurance responsibility will be updated under the Claim Entry.

You can view the claim by clicking on the 3 Dot menu and then clicking View Claim.

From the claim, you can add a claim adjustment, Resubmit the claim, view the EOB, or add an Additional Payment.

When you open the Updated Patient Resp, you will see what Claim it was created from.

Example: Based on Primary Claim #523

Next, you will see a list of procedures that created the change in patient responsibility.

Next to the procedures you will see the column Pt Resp Prev/New.

This will show the previous patient's responsibility and the new patient's responsibility per procedure after the EOB was processed.

When insurance overpays or underpays and you have updated the patient responsibility within the EOB, this updated amount will be in orange under the Pat Resp Prev/New column.

When patient responsibility is reduced: You will see a negative number.

When patient responsibility is increased: You will see a positive number.