Adjusting a purse's balance

Administrators can apply either a debit adjustment, credit adjustment, or manual claim to a selected purse in real time. The amount applied to an adjustment is limited to $999.99 and, for debit adjustments, is limited to the available balance of the purse. This adjustment cannot be applied to the following purse types:

·       Exception

·       Line of credit

·       Real time health savings account

·       DD - Health Reimbursement Arrangement (HRA) deductible

·       FX - HRA Tier 1 Family Max

·       DX - HRA Deductible Family Max

·       TX - HRA Tier 2 Family Max

To adjust a purse balance:

1.     From the menu, select Member Profile. The Search tab displays.

2.     Find the member for whom you want to view purse information. The Member Profile tab displays.

3.     Locate the purse and click the associated Adjust Balance icon (). The Purse Monetary Adjustment page displays.

4.     Select Credit Adjustment, Debit Adjustment, or Manual Claim (Debit), from the Adjustment Type list. This field is required.

5.     If you want to allow a negative purse balance, select Yes from the list. The balance can only go negative for debit adjustments or manual claims.

6.     Specify an adjustment amount in the Adjustment Amount field. The amount applied to an adjustment is limited to $999.99 and, for debit adjustments, is limited to the available balance of the purse. This field is required.

7.     Specify a Transaction Description and Adjustment Reason in the appropriate fields. These fields are required.

8.     Click Submit Adjustment. If there are no errors, the Member Profile tab re-displays with a approved confirmation message displayed at the top of the page.