Apply Payments from a Receipt with Escrow Amounts

Apply Payments from a Receipt with Escrow Amounts


Apply Payments from a Receipt with Escrow Amounts


There are several ways to apply receipts with escrow amounts.


 Before posting, attach to the original Reference Batch if it is not in a closed period.  If the period is closed, create a new Reference Batch to post the escrow.


Post the Escrow using one of the following:

Reference Batch

  • Select the Reference Batch Items number on the Reference Batch List screen.
  • Select the Receipt number containing the escrow.



Charge Entry

  • If there is a Patient Payment (PP) receipt with a copay for the same DOS as the charge, an Apply Copay pop-up displays.
  • Select the Receipt link to apply the Copay to the first line item.
  • When the Charge screen is saved, the copay will post. 
  • If the Charge screen is not saved, the money will still remain in escrow.


  • On the Statements Batch Dashboard, select View Batch Items.
  • On the Statement Batch Items screen, filter by Unapplied.
  • This allows you to view all Escrow and apply it to the account before sending the statements.




Patient or Encounter Dashboard

  • In the Balance panel, select on the Receipts link (note the DOS of the encounter before selecting the link.)
  • Select the Receipt link.

 


Payment Dashboard

  1. Select Payments on the left sidebar.
  2. In the Receipts with Escrow panel, all receipts with escrow are listed.
  3. Select the Receipt link.


Receipt History Screen

  • Select Payments on the left sidebar.
  • Select the Receipts History link.
  • In the Filter Criteria, select the Escrow Only box.
  • Select the Receipt link.



ERA List

  • Select Payments on the left sidebar.
  • Select the All ERAs link.
  • Search using All for the Status.
  • On the ERA List screen, any Holds (H column) and Denial Worklist items (DW) could have Escrow remaining.
  • Select the numbers in H & DW columns to work the Remits that did not post.






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