Locating incorrect Ins Estimate Remaining

[drtech]

We have one account where it lists $14 ins estimate remaining, but I can't figure out where it is coming from. The pt does not have any ins claims pending and I can't see it listed on any individual procedure on a scan of the account. Database Maintenance did not clear it either. Any clues or ideas on how to remove this ins estimate in error?

[bpcomp]

This is probably going to be a pain but I would look at each procedure in that account from the account module. When you open up a procedure, there will sometimes be extra entries at the bottom in the "Insurance Estimates and Payments" section. I've seen them generated by starting a claim with one insurance, deleting the claim and then entering different insurance and submitting. I don't know if this is your issue but it's what I would look at.

[tgriswold]

Do you have OD set to automatically run aging, or do you manually run aging? The InsEst column in the account module will only fill on pending claims, so you're looking for a claim that has been created or sent. To the database you're looking for a claimproc with status 0.

[MrsSmithVeep]

I have been an office manager for 14+ years and what I usually find what this problem is comes from the employee or staff member doing incorrect math. Or the benefit information could be set up wrong, or possibly the patient or ins. may have overpaid. MrsSmithVeep Hope it helps!