Steps to Edit
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Click the "Edit" Button:
- In the Financial Details section, click the Edit button located in the top-right corner.
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Update the Values:
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Adjust the Patient Portion (out-of-pocket responsibility) or the Insurance Estimate (expected insurance payment) fields.
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If you want the updates to override integration data, toggle Ignore Integration Sync on.
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Save Changes:
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Click the Update button to save the changes.
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The updated values will immediately reflect in the account's financial data.
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Use Cases for Manual Edits
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Discrepancy Resolution:
- Adjust balances when discrepancies arise between synced data and actual amounts.
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Overriding Integration Data:
- If an integration sync is incorrect, you can manually override it by enabling the Ignore Integration Sync toggle.
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Custom Adjustments:
- Update balances to reflect adjustments not captured by the synced data, such as manual corrections or specific business rules.
Impact of Edits
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Updated Data Across the Platform:
- Changes made to the Patient Portion or Insurance Estimate will update all relevant views and reports.
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Auto Collection:
- Adjustments to the Patient Portion directly influence Auto Collection rules, ensuring the correct amount is targeted for collection.
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Accurate Financial Tracking:
- Keeping the financial details up to date ensures precise financial reporting and collection activity.
By allowing manual edits to the outstanding balance, the Account Detail Page ensures you have full control over the financial data for your accounts. For questions or further support, contact your account manager or use the real-time chat support feature.