Description: Payment, copayment, Adjustment are the three most common selection. Detailed description of each option are available in our online manual at manual.mycharttalk.com
Who Paid – this is a list of all payers and guarantors. This is why it is important to at least set the patient up as their own guarantor, so you can apply payments from them.
Pay/Adj/Code – options in this field will change based on the Description and WhoPaid – for payers options like Ins Check or direct deposit are available, where as a patient or guarantor will have visa, MC, cash and check as options.
Adj Reason – optional field to help classify adjustment reasons . Primarily used when evaluating payments, payers, and services quarterly or annually.
Amount – The actual payment or adjustment amount.
Date received – will default to the date the payment detail tool was opened .This can be backdated if needed.
Check # – this field is used for the insurance check detail report and will group all payments applied to the same check number.
Comment – open text for any notes on any payment or adjustment.
