PR can take 10–15 minutes to generate — wait for the system to update before making further adjustments. Avoid creating negative balances (total recorded payments exceeding total charges).
When PR Reaches the Patient
PR is part of the balance, but it’s only sent to the patient once all other balances are resolved, so thatPR amount = Balance amount. For example, a balance of $10 Denied + $20 PR won’t go to the patient until the $10 Denied is reconciled (written off, or moved into PR). Once resolved, the balance equals the total PR and is sent to the patient.
From a Claim (Claim Details, Denials, or Rejections)
Open a claim on the Claim Details page (or the Denials/Rejections worklists), open the Actions menu, and select Push to PR (available only when there’s a balance that can be pushed). Each charge shows its Current PR and an adjustable Final PR Amount. Choose Keep current insurance or Switch to self-pay (a good option when the payer definitely won’t pay — for example, a denied claim not being appealed, or a patient who reached their benefit maximum). Optionally check Automatically Write Off Remaining Balances, add a reason, and click Confirm Push to PR.With the Posting Tool
On the Posting Tool page, filter for the encounter and click Post/Adjust on the procedure. In the Posted Payments list, open the three-dot Actions menu on the payer charge and select Push to PR. Enter the amount and a reason, then click Push to PR. Review the highlighted preview and the Procedure Summary, then click Confirm Posting.FAQ
When should I switch a pushed balance to self-pay?
When should I switch a pushed balance to self-pay?
Choose Switch to self-pay when the payer definitely won’t pay — for example, a denied claim you’re not appealing or a patient who has reached their benefit maximum.