Filters

1. Claim ID
2. Patient Name
3. Check No
4. Check Status

Action Buttons

5. Filter – Apply filters
6. Reset – Clear filter list
7. Check Input- Opens Check Input Tool
8. Pt Pmts – Opens the patient payment tool. This allows you to enter a payment for the patient without needing to go to the patient page and upen manage payments.
9. Submit – Processes any items marked Done.

Column Data

10. Claim ID
11. Response Date Date 835 received
12. Date of Service
13. Patient Name
14. Payer Name
15. Is Processed
16. Check No
17. Action: Info – Display contents of the 835 electronic EOB
18. Done – Done will make the item disappear from the default view of this screen.

Check Input Tool

Check Input Tab

Check/Charge Detail

Filters
1. Insurance selection drop down menu
2. Check Number
3. Total payment amount – This amount will be used as a final check when applying payments. If total does not reconcile with individual payments, the function cannot be completed
4. Payment Type- Insurance Check, Direct Deposit, Insurance CC
5. Date: Date on Check

Data Input Fields

6. Patient – Select patient name
7. DOS – All charges not set to patient responsibility are available from oldest to newest
8. Payment – Total payment for charge
9. Adjustment – Adjustment for charge
10. APT Balance- Amount of patient credit to apply to charge.
11. Finished – Will assign the remainder of balance as patient responsibility
12. Add – Adds record to box below
13. Total- Total payment amount made to selected charge
14. Balance due remaining on the selected charge
16. Credit Bal- Any amount of credit the patient is carrying when patient account was loaded.

Cloumn Details

17. Patient Name
18. DOS/Charge
19. Payment amount
20. Adjustment
21. APT Credit
22. Finished- ‘finished’ box checked will assign the remainder of balance as patient responsibility
23. Delete charge – use this if you need to edit a line item and re-apply it
24. Total Payment – Sum of all payments in the payment list
25. Total Adjustment – Sum of all adjustments in the payment list
27. Total Apply APT Amount – Sum of all patient credit payments applied in the patient list
28. Save Progress- Save the details of the check to the ‘Saved Checks’ tab to be completed later.
29. Apply Payments – Once the Total Payment(15) is equal to the check amount (3) payments will be applied to all accounts when clicking this button.

Saved Checks Tab

Filters
1. Check No – Filter list by check number
2. Payer – Filter list by Payer
3. Check Staus – By default, filter is set to Not Applied

Buttons

4. Filter – Apply filter value to list
5. Reset – Clear filter values

Columns – Values from saved check data

6. Check Date
7. Check No.
8. Amount
9. Payment Type
10. Total Patients
11. Applied
12. Pencil – Loads check details to Check Input tab to continue editing