Carrier pays some, but not all of the procedures.
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- Enter carrier payment amount for each procedure.
- Do not select the Close Claim check box.
- The ledger updates the claim as partial payment, and the claim remains open for additional payment.
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Carrier pays less than estimated, remaining should be transferred to patient.
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- Enter actual carrier payment amount for each procedure.
- If all procedures are considered by the carrier to be paid in full, click the Close Claim check box.
- The ledger updates the claim as paid and closed, any amount not paid will automatically transfer to the patient.
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Carrier pays more than estimated, excess should be transferred to patient.
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- Enter actual carrier payment amount for each procedure.
- Indicate OK to accept insurance overpayment.
- If all procedures are considered by the carrier to be paid in full, select the Close Claim check box.
- The ledger updates the claim as paid and closed.
- A second ledger entry automatically transfers the overpayment to the patient which diminishes the patient portion.
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