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Skip Accounts With Claim Pending Not Skipping

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After choosing the option to 'Skip Accounts with Claim Pending' and setting the 'If Patient Portion Less Than' amount at a high amount, patients that have a balance and should be skipped are not being skipped for a Billing Statement.
1.  The 'Skip Accounts With Claim Pending' option only skips PRIMARY outstanding claims.  If there are outstanding Secondary Claims it will generate a bill.  Once a primary insurance payment is posted to the ledger, the link is cut with the Secondary insurance claim.  Therefore, if the patient's balance is less than the specified amount and there is an outstanding Secondary insurance claim on the patient's account, a statement will be generated.
2.  If the Expected From Insurance is 0.00 or the deductible has not been met, then DENTRIX will create a statement for that patient.
3.  Check the patient's Annual Maximum Benefits in the Coverage Table.  Make sure the amount is correct.
4.  Make sure the Coverage Table percentages for the patient are not 0%.  

For example,  the Skip Accounts Patient Portion amount in this office was 3000.00.  This patient had an outstanding claim for 32.00, with the Coverage Table showing 100% coverage.  However, the patient still had not met their deductible of 50.00, the Expected from Insurance amount was 0.00.



Keywords: wrong incorrect figure bring up  zero bills 0 office manager,
Solution #: 1-J6-6228
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Skip Accounts With Claim Pending Not Skipping
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