Auto-Post

Auto-Post


Auto-Post

Auto-Post applies the payment from the oldest Encounters to the newest with a Patient balance and resets the dunning message count according to the Payment Rules setup in Statement Profiles.


Auto-Post is only available on Patient and Invoice Receipts.


  • The System looks at the Responsibility Date first. If there is not a Responsibility Date, the DOS is used.
  • The Auto-Post button is not available if:
  • A Credit will be created.
  • The payment amount must be equal to or less than the Guarantor Balance.
  • There is a Payment Amount in the Copay field on the Receipt.
  • The Balance is in Collections.
  • If any part of the Receipt has already been posted, the Auto-Post button will not be available.


Auto-Post on a Previously Entered Receipt

  1. Find the Receipt. The receipt can be accessed from the Reference Batch, Payments Dashboard, Patient Dashboard, and Encounter Dashboard.

  1. Select the Receipt number link.

  1. Select the Auto-Post button. 
  2. On the pop-up, select OK.


Auto-Post When Entering a Receipt

  1. Create a Receipt.
  2. Near the bottom of the Add Payment Receipt screen, select the button beside Auto-Post. If Auto-Post is grayed out, it cannot be used.
  3. Select Save [F2].


Posting Multiple Patient Receipts

Choose the Multiple Receipts box if you want to return to the Add Payment Receipt screen to continue posting Patient payments.






    • Related Articles

    • Post a Pre-Payment

      This workflow is for groups who choose not to leave Receipts in Escrow for prepaid services. This process works well for paying providers before services are rendered. Create an Incomplete Charge On the Post Charge screen, select Self-Pay from the ...

    • Post an Insurance Payment Manually

      Before posting, add an Insurance Receipt for the full amount of the check. Manually Post a Primary Insurance Payment Using the Receipt that was created for this payment, select the Post button. Enter the Encounter number preceded by an e (e1234) and ...

    • Create and Post a Patient Receipt/Payment Manually

      Create a Patient Receipt Manually If the Copay was not entered during the Check-in/Check-out workflow, or if your Practice does not use the Calendar, there are several ways to create a Patient Receipt. Enter NR in the Navigation box (Go-Cuts) ...

    • Manually Post an ERA Remit

      If the ERA cannot be posted electronically, the Manual Post button can be used or manually post as you would a Paper Remit. Use the Manual Post button to Post a Remit Select the Remit number. Select the Manual Post button. Tab out of the Patient ...

    • Post Payment as a Note on ERA

      Post as Note is used when you want to capture the Remittance denial adjudication information without financially impacting the Encounter. This keeps the line item from being written off in order to resubmit the Claim after it has been worked. Do not ...