Balance Calculation Changes

In the upcoming release, we are standardizing the way that balances are calculated across the system. 

Here are the changes being implemented:

  1. 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. 
  2. 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.  
  3. 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.