Overview
There may be times when claims are sent to the wrong payer and you need to resend them to a new/correct payer. Below are instructions on how to do this in Procentive.
Write Off Charges Billed to the Incorrect Payer
- Go to the Payments Module and locate the client.
- Double-click on the client's name to open the client Payments window and locate the DOS that needs to be re-billed.
- Click on the new link on the bill line.
- Select Create new payment from the reference menu.
- In the New Payment window,
- Create a "Wrong Payer" payment reference for the payer that was billed incorrectly.
- Enter Amount 0.00.
- Click Save.
- In the Type column, click the down arrow and select the option that best describes the situation: Wrong Payer, Billed in Error, Writeoff, etc.
- Enter the full amount of the bill in the Amount field (should default to full remaining balance).
- Click save to the right of the Amount.
Queue the DOS for the Correct Payer
- For each DOS to be resubmitted, click on the down arrow underneath the Payer column.
- Select the correct payer.
- The payer's name will appear in pink on the top of the bill line. The service line will now be in the Billing Module, ready to be billed.
- The payer's name will appear in pink on the top of the bill line. The service line will now be in the Billing Module, ready to be billed.