> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Push to PR

> Push a remaining payer balance to patient responsibility from a claim or the Posting Tool.

<Note>
  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).
</Note>

#### 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 that `PR 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](/insights_biller/claim_details/claim_details_page) 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](/insights_front_desk/posting/how_to_use_the_posting_tool_page) 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

<Accordion title="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.
</Accordion>