In the upcoming release, we are standardizing the way that balances are calculated across the system.
Here are the changes being implemented:
- Creating a new category of balances/receivables, Do Not Bill. Do Not Bill balances are balances on lines that have been marked as Do Not Bill (and thus will not be going out on claims/statements) or on claims that are at the level of Statement but in a status that will not go out on a Statement. Because these are balances that are not being billed, it's important for them to be addressed at some point, to either write off the balances or modify their statuses.
- Adding a new Aging Type, Incomplete. Even though it's not advisable in the system, it's possible for a claim to have a balance but still have a claim level of Completed. Since this doesn't properly fall in any other category of Aging, these will now show up as Incomplete.
- Modifying balance attribution to match new statement processes. Previously, the system calculated aging type (unsubmitted/insurance/patient) based on which level at which the last claim or statement was sent out. Therefore, a balance wouldn't shift from an insurance balance to a patient balance until the first statement was sent.
Now, as soon as the claim level shifts to Statement, we consider it a patient balance, as the insurance portion of the billing lifecycle is complete.
