Skip to main content
Sometimes insurers will adjust the invoice amount and then assess the claim. The most common adjustment is changing an initial consultation to a follow-up. When this happens, Effra will mark the invoice as Insurer Shortfall and include a message explaining that the insurer has adjusted the invoice amount. What you do next depends on whether you agree with the insurer’s adjustment.

​
If you agree with the adjustment

You should update the invoice amount in your practice management system (PMS) to the new amount. You should then use the the Sync button on the Effra invoice page to update the invoice in Effra.

​
If you disagree with the adjustment

You should contact the insurer to challenge the adjustment.