What does it mean to set a "Hard Close" date?
The term “Hard Close” is a strict deadline after which all transactions during a specified period have been entered and reconciled. After a hard close, no transactions received during that period can be changed, and no new transactions that were received during that period can be entered
Why can't I edit the Hard Close Date setting on my account?
This setting can only be edited by users with the Hard Close permission set to Update or Administer.
If a claim has a DOS that is before a close-out date, can I edit the claims charge, DOS, Price, etc.?
No, the system will prevent any claim record with a DOS on or before the Close Date from modifying the DOS, units, price, or from being deleted. These changes will not be allowed by the user or any automated setting (like changing the Procedure, Revenue code, modifier, etc.).
Why can't I add a credit to a procedure within Manage Account or the Apply Credit Option?
In Manage Account or any Payment section, the system will prevent any Additional Action from being added to a Claim/Charge with a DOS or credit Received Date on or before the Close Out Date.
Can I post a new payment with a received date that is before the hard close date?
No, when entering a payment, the Received Date or Check Date for a new payment can not be on or before the Close Out Date.
Can I change a check date to a date before the close-out date when posting via the ERA section?
No, In the View Payment or ERA section, the system does not allow changing the Check Date to a date that is on or before the Close Out Date.
Why can't I edit a payment from the view payment section?
In the View Payment section, when opening an existing Insurance EOB or Patient payment, if the Received Date/Check Date is on or before the Close Out Date, the screen shall be non-editable (similar to when a check is Locked).