You can now enable Auto-Update Patient Responsibility within your Practice Settings to have the system automatically adjust the amount listed as the copay for the clients’ appointments based on the patient responsibility indicated on the ERA (deductibles, copays, co-insurances).

A new option is available for automatic write-offs — you can either continue to have the system write off the entire remaining balance (minus the copay you’ve indicated and any insurance payment received) or you can allow the system to write off the specified CO- adjustment amounts based on the ERA received.

Step 1: Navigate to Practice Settings. Then, select the Insurance tab.

Step 2: Check the boxes for your preferred automation settings.