Tracking Adjustments

EZClaim uses a concept called ‘Tracking Adjustments’ to help follow-up with claims that were denied for one reason or another.  A tracking adjustment is simply an adjustment with a $0.00 amount.

When auto-posting, select ‘Track’ for any of the adjustments you want to follow-up with.  See 835 Adjustments Grid

You can then use Find Adjustment to easily find the claim and/or create tasks to remind yourself later.

To enter a tracking adjustment manually, simply enter a $0.00 in the amount field.  We also suggest entering a reason code so you know what the issue is.  This can be done during payment entry or on the Adjustment window from the Claim screen.  See Adjustments.

See Also: ‘Other Actions’ in the Find Adjustment section.