Payment Processing Rules - View and Edit Rules

Version 21.2
Path: Billing tab > More button (Customize group) > Payment Processing Rules


User Permission: To access the module, users must have the Billing_Payment_Processing_Rules security permission.

Payment Processing rules can be viewed and edited from the Payment Processing Rules window.

Viewing Payment Processing Rules

All active payment processing rules will appear in the left-hand grid. By default the grid will show the Payer, Rule Name, CPT Code, Reason Code, and Expired Date. The Start Date column is available to show in the grid. Filter and sort by every column by clicking the column header or the filter icon.

To show or hide columns:

  1. Click the hamburger button to the left of the column headers.
  2. Select columns to show them, and deselect columns to hide them.

Edit A Payment Processing Rule

  1. Navigate to the Payment Processing Rules Module window by following the path above.
  2. Select a rule from the grid on the left side of the window
  3. Click the Edit button.
  4. The criteria fields become editable and display the rule information. Make the desired changes.

Note: Depending on the rule that you are editing, the Insurance Code field or the Claim Filing Type field may be disabled. If you want to edit either of those fields:

  • If the Insurance Code field is disabled: Clear out  the National Payer ID first. 
  • If the Claim Filing Type field is disabled: Clear out the Insurance Code field first.

  1. Click the Save button.
  2. The updated rule will appear in the grid.