Paying the Insurance Invoice Using Insurance Wallet and Applying a Patient Benefit Decrease Adjustment

Created by Ortho PMS, Modified on Wed, 26 Feb, 2025 at 6:47 AM by Ortho PMS

Patient Name

 Banes, Harrison

Tx Name

First Phase Braces


Patient Ledger

InsuranceLedger

Patient

WalletLedger

InsuranceWalletLedger

Current Pay Off

0

205.40

0

155.40

Pay insurance using wallet amount

0

-155.40

0

0

Pay Off after insurance payment using wallet method

0

50

0

0

Apply Patient Benefit Decreased Adjustment

50

-50

0

0

Total

50

0

0

0



Initial State:

  • Patient Ledger: Fully paid with a balance of $0.

  • Insurance Ledger: The balance shows $205.40 due, as a refund was applied to the insurance.

  • Insurance Wallet Ledger: The balance is $155.40, which is available to apply towards the insurance invoice.

  • Patient Wallet Ledger: Shows a balance of $0, with all previous payments and adjustments cleared.




Steps to Apply Payment and Adjustment

  1. Payment from Insurance Wallet Ledger

    • The insurance ledger shows a due balance of $205.40, and there is $155.40 in the insurance wallet.

    • Use the wallet method to pay $155.40 towards the insurance balance.

    • Result: The remaining insurance balance is $50.


  1. Applying the Patient Benefit Decreased Adjustment

    • Applying a $50 patient benefit decreased adjustment to the insurance balance.

    • Result: The insurance balance is now $0, and the patient balance increases by $50, requiring a new invoice for this amount.





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