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.






    • Related Articles

    • Create a Patient Receipt/Post Payment Manually

      Patient Receipt Creation If the Copay was not entered during the Check-in/Check-out workflow or if your Practice does not use the Calendar: Enter NR in the Navigation box (Go-Cuts) shortcut; Use the Post Payment link on the Patient Dashboard; Use the ...

    • Post/Apply an ERA

      Reference Batch Received Date By default, the Received Date is populated by the Paid Date on the ERA File. If you want the Received Date to be a different Date, there is a System Setting to allow the entry of a Received Date on the Reference Batch ...

    • Payments, Receipts, and Escrow Overview

      Receipt vs. Payment information The System is an Encounter/Charge based Accounting System. Receipts and Payments are fundamentally different. The Receipt holds the details of the money received, who the Payer is, how much was deposited in the bank. A ...

    • Payments Dashboard

      Payments Dashboard Functions on the Payment Dashboard Payments and Receipts Post Adjustment Patient Refunds Post Refund Checks Receipts with Escrow Panel List of Receipts with Escrow Receipt History Electronic Remittance Advice (ERA) Panel All ERAs ...

    • Create Receipt and Post Invoice Payments

      If you intend to use Invoices or Post Invoice Payments, you must add the System Setting: Admin > System Settings > General > Invoice - Activate Invoice Billing > Yes. Even if you do not send invoices, the System Setting must be set to Yes to post an ...