Pay using Insurance Wallet

Scenario 1 - Patient has Payoff Amount: Apply Patient Benefit Increase Adjustment and Make Insurance Wallet Payment

Initial State:

• Patient Ledger: The patient has a Payoff of $500.00.

• Insurance Ledger: Insurance payments are fully paid, so the insurance ledger shows a balance of $0.

• Patient Wallet Ledger: The balance is $0.

• Insurance Wallet Ledger: The balance is $500.00.

Steps to Apply Adjustment and Pay Insurance Invoice Using the Insurance Wallet:

1. Applying the Patient Benefit Increased Adjustment

The patient currently has an open invoice for $500, and the insurance plan is fully paid with no open invoices

• Apply the Patient Benefit Increase Adjustment, moving the patient payoff amount of $500.00 to the Insurance side.

• Result: After adjustment, the patient’s Payoff is $0, with no open invoice, but a new insurance invoice of $500.00 is created, making the Insurance Payoff $500.00.

2. Payment from Insurance Wallet Ledger

   • The insurance ledger shows a due balance of $500.00, and there is $500.00 in the insurance wallet.

   • Go to the Remittance page, select the patient, and choose "Wallet" as the payment method to pay $500.00 towards the insurance balance.

   • Result: After payment, the Insurance Payoff is $0, and the insurance wallet balance is also $0.

Scenario 2- Patient Has Zero Payoff Amount: Apply Patient Benefit Increase Adjustment and Make Insurance Wallet Payment

Initial State:

• Patient Ledger: The patient has a Payoff of $0.

• Insurance Ledger: Insurance payments are fully paid, so the insurance ledger shows a balance of $0.

• Patient Wallet Ledger: The balance is $0.

• Insurance Wallet Ledger: The balance is $700.00.

Steps to Apply Adjustment and Pay the Insurance Invoice Using the Insurance Wallet:

1. Applying the Change Treatment Fee Increased Adjustment

• The patient payoff is $0, and the Insurance Payoff is also $0.

• Apply the Change Treatment Fee Increase Adjustment for $700.00 from the patient plan.

• Result: After applying the adjustment, the Patient Payoff is $700.00, creating a new open invoice.

2. Applying the Patient Benefit Increased Adjustment

• The patient has an open invoice for $700, and the insurance plan has no open invoice.

• Apply the Patient Benefit Increased Adjustment, moving the patient payoff amount of $700.00 to the Insurance side.

• Result: The Patient Payoff is $0 with no open invoice, and a new insurance invoice for $700.00 is created, making the Insurance Payoff $700.00.

3. Payment from Insurance Wallet Ledger

   • The insurance ledger shows a due balance of $700.00, and there is $700.00 in the insurance wallet.

   • Go to the Remittance page, select the patient, and choose "Wallet" as the payment method to pay $700.00 towards the insurance balance.

   • Result: The Insurance Payoff is $0, and the insurance wallet balance is also $0.