WEBVTT

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To edit a payment table, open a patient’s ledger.

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Make sure you are logged in to the location

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associated with the procedures,

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because payment tables are location-specific.

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You should not see a location marker;

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if you do, switch locations.

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Enter an insurance payment.

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After you enter the insurance payment amount

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and select the claim, Ascend automatically

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applies amounts to the procedures in this claim.

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Here you can compare the current insurance

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estimate with what the carrier actually paid.

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This is an opportunity to update the estimate,

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which you can do by editing a payment table.

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To modify the payment table, click the

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Payment Table button.

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You will see the procedures and amounts

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applied in this claim. As needed, you can

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manually change the procedure amount to

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match the EOB.

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Be careful;

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updating the payment table will change the

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estimates for all patients with the same

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insurance, who are preparing for the same

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procedures in your current location.

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To update the payment table, select all

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procedures or just specific procedures, and then

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click Update Values.

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The only feedback you will see here is the green

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success message.

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Save the payment.

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Changing insurance estimates through the

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payment table triggers the same alert you will

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see for any other change type.

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When you go into the ledger or treatment plan of

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a patient affected by the change, you can apply

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or ignore the update for this patient.

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Payment table updates affect treatment plans

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and outstanding claims; when you choose to

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update, you will see the insurance portion and

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patient portion amounts change.

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You can see Payment Table effects in the

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Detailed View of the Guarantor Portion page.

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Look for an amount in orange in the

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Primary Insurance Portion Remaining column.

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Click the link to see the payment table override

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information.

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If you have the rights, another option for editing

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a payment table is from the insurance plan.

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An easy way to get there is through a patient’s

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insurance information.

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Click Payment Table.

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In this version of the payment table, you see all

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the procedure codes and amounts that have

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already been defined for this table.

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If your list is long, use the Search field to locate

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a procedure code, either by code or description.

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If the code you are looking for is already in the

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table, edit the amount.

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Unsaved changes are highlighted in bold text.

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If the code is not in the table,

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click Add Procedure.

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Use the Search field to find and select a

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procedure code,

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and enter the amount.

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To remove a procedure code from the payment

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table, search for and click the X for that

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procedure.

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When you are done, click Save.

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As with changes made from within the ledger,

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payment table changes will trigger an alert for all

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affected patients.