Payment Posting can be done using different methods. Following are the two main payment posting methods.

Manual Posting

From the Billing Menus, Select Payments Menu and click on Manual Posting.

Manual Payment Entry screen appears as follows

Select the payment entry as New and update the required details. As you enter the details, the fields get updated and it allows you to select the patient by typing patient name or claim number. When the patient is selected, it will let you to enter the payment details against each encounter line for the patient.

Enter the Allowed, Paid and other responsibilities against the respective fields and select the appropriate Net Action such as bill to patient or bill to secondary etc. Also update payer remark by entering category code filed.

Once these details are entered, Click on Post button to post the payment.

When the payment is posted, Payment posting details can be verified in the following screen.

  • The Status changed from New to Fully Applied.
  • The payment posting log will show the payment posting details.
  • When it is Fully Applied, the On Account balance become Zero.

Payment Entry from Enter/Edit Payment Screen.

Besides the Manual Posting, Payment Posting can also be done from Enter/edit payment Screen.

From the Billing Menus, select Payments and click on Enter/Edit Payment.

When the edit Enter/Edit Payment appears, Click on the  button to open the payment entry Screen.

Update the required details in the respective fields and Click on save or Save and Apply button.

Once it is saved, it will direct you back to the Enter/Edit Payment  window.

Search for the payment created by entering the Payment Date from – To combination, Payment No or Check number.

From the search result find the payment entry created and click on  button to apply the payment. The payment entry screen appears and search the patient to post the payment.

Update the payment details and Click on Post button to post the payment. When the payment posting completed the confirmation page appears as follows.

  • The Status changed from New to Fully Applied.
  • The payment posting log will show the payment posting details.
  • When it is Fully Applied, the On Account balance become Zero.

Following are the Key fields and its use.

Code The charges will be listed against each line with the codes.
Claim# The claim number against which the line has been billed.
Charge This is the original billed charge.
Rem This displays the Remaining charge for the line.
Allowed Enter the Allowed Amount in this box. The Allowed amount will be highlighted in red color if the amount entered is less than the amount specified in the Fee Schedule.
Paid Enter the Paid Amount in this box.
To Copay Enter the Copay amount if any here.
To Ded Enter Deductibles if any here.
Adj Enter the Adjustment amount here.
Reason Select the Adjustment reason from the list.
With Hold Enter the amount to be withheld if any here.
Balance The Balance is automatically calculated and displayed here.
Next Action In the Next Action box, choose the action that has to be taken on the particular line. The Next Action for each line has to be selected before clicking the Post button. The explanation for the Next Action abbreviations are given below.

 

WO_CLOSE :- WRITE OFF CLOSE

PAID_CLOSE :- PAID CLOSE

BILL_TO_PT :- BILL TO PATIENT

BILL_TO_GR :- BILL TO GUARANTOR

RE_BILL_TO_PR :- RE-BILL TO PRIMARY INSURANCE

 

Reverse The Reverse option allows you to take back any amount that has been wrongly posted against a line.

(i) To take back any amount, click on Reverse  icon to display the Posting Activity screen.

(ii) Click on the Reverse button to take back the amount. Click here to view the Reverse screen.

Notes To enter any notes, click on the Notes icon.

When you click on a line, the related Payor Remarks, Line Activity and Other Adjust will be displayed below.

Payor Remark

You can enter remarks relating to denials etc here. If the line was denied, set the Line Sub Status as Denied and then choose the Category Code. You can also enter remarks here which will appear in the Patient Statement

Line Activity

The Line activity shows all the activities that have been performed on the particular line.

Other Adj

Enter details of other adjustments made here. Choose the Other Adj. Reason and enter the amount in the Other Adj. Amt box.

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