Why Won't the Claim Balance Transfer to the Payer?

If the payer is not listed when you are transferring the balance of a claim:

1. Find and open the Claim you want to fix.
2. Double-click on the Case name. This opens the Edit Case window.
3. Double-click on the payer you wish to transfer the balance to.

• Verify that the Effective Start and Effective End dates cover the dates of service.
• Verify the "Active" box is checked.

4. Click on Save.