Add Remark or Adjustment Reason Codes

Follow the steps below to manually add a Remark or Adjustment Reason code.

1. Select Customer Setup > Codes... > Remittance Codes.

2. Click the New Remittance Code button. 

3. Add the code name in the Code field.

4. Use the Type drop-down menu to select if this code is an Adj Reason or Remark code

5. Use the Information Level drop-down menu to select the information level shown within Claim Tracker as a Tracking Status.

   1. INFO: This code represents general information only.

   2. WARNING: This code represents a warning, alert or some information requiring further review. This will display as a warning in Claim Tracker. 

   3. ERROR: This code represents a denial, rejection, or other error interrupting the claim process. This will  display as an error in Claim Tracker

6. Choose whether you would like to Include this code on my denial reports or Include this code on my adjustment reason reports.

7. Add a Report Description. 

   Tip: The description added here can be viewed when running reports that include this remittance code.

8. Add the Long Description for your remittance code.

9. Place a check in the Use Memo line on Activity and Statements box to configure a memo line that will be added to the Activity and Statement when the code is used.

   1. Place a check in the Include the amount in the memoline so that when a remittance code is used, the info line that is included in the statements and activity will show the amount associated with the code. 

10. Click Save.

Follow the steps below to manually add a remark code from the master list

1. Select Customer Setup > Codes... > Remittance Codes.

2. Click the Add Remark button. 

3. Use the Search field  to find the Remark Code you wish to add. Or use the Show All button to view all codes.

4. Select the code(s) to add by checking the box on the left of each code, in the Selected column.

5. Click the Add button.

6. Click OK when the  "All records inserted." displays.

Follow the steps below to add an adjustment reason code from the master list

1. Select Customer Setup > Codes... > Remittance Codes.

2. Click the Add Adj Reason button. 

3. Use the Search field to find the Adj Reason code you wish to add. Or use the Show All button to view all codes.

4. Select the code(s) to add by checking the box on the left of each code, in the Selected column. 

5. Click the Add button.

6. Click OK when the "All records inserted." displays.