Payment FAQs

Payment FAQs


Why is the Copay pop-up not displaying on the Modify Charge Screen?

  • The Copay Received Date must be the same as the Date of Service.

How do I print the Payment History for a Patient?


Why should I do a Balance Transfer when the Secondary is posted before the Primary?

  • Payments should be posted in their Adjudication order, so the Primary Payment should be posted before the Secondary Payment.
  • If the Payments are posted out of order, this can cause a discrepancy with the way that Responsibility is displayed.

Should I select Leave Balance or Transfer to Next Party in the "Balance To" dropdown?

  • If the "Balance To" dropdown is left as Transfer to Next Party, a Credit is created on the Secondary Payment, and a Debit is created for the Patient.
  • The Primary Adjudication will balance the Credit and Debit and a Balance Transfer is not necessary.

What is the Difference in a Post as Remitted Takeback and using the Manual Takeback?

How can I Post additional Adjustments?

How can I remove a PR code that was posted in Error?

How can I Post a PR Code instead of a CO code?

How do I Post a CO45 on a Secondary Payment?

How do I process a credit card Payment where the Credit Card Vendor is not integrated with the System?

How do I post a Payment to a Balance Forward (from old PM)

What is the Process Electronically checkbox used for?




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