This section covers manually and automatically applying payments to claims:
AUTO POSTING A CLAIM: When claims have processed through the Clearing house, the clearing house will automatically send the electronic remittances back to the clinic. Accuracy of the payment aligning with the date of service of each claim is assured through the use of a unique Claim ID# which is assigned to each date of service as the claim is uploaded and it appears on the left side of each line item. By looking at the “Is Processed” column it will state if the claim has processed and payment is ready. To automatically download the payments to each claim that says “yes” in this column, click the APPLY PAYMENTS key. To review “how” the payment and adjustment was applied to each line item, click on the icon in the Action column and it will display the RESPONSE screen which will show the reason codes for this item.
To MAUALLY POST A PAYMENT:
To manually post a payment go into the individual patient and click on the Manage Payments tab. Select the date of service to apply the payment and or adjustment to and click on “More Info” which will bring up the Visit Payments screen. For each line item to apply the payment/adjustment to click on the ACTION icon on the right side of the screen. This will display the Payment Detail screen where each line item can be accessed and payments/adjustments applied. If there is a balance remaining that is the Patient Responsibility, check the box that appears to the right of the balance column and the amount will be transferred to the Patient responsibility column. If the Patient Responsibility box is NOT checked the patient responsibility WILL NOT appear in the proper column for billing the patient.