The Auto-Post button is not available if:
The Guarantor is missing.
The remaining Escrow is greater than the Guarantor Balance
The Receipt is already fully applied
$0.00 in Escrow or remaining Escrow is for a Copay.
The Balance on a saved Patient Receipt is the real-time balance, not necessarily the Balance when the Receipt was created.
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.
Learn More: Balance Transfer
The Copay Received Date must be the same as the Date of Service.
The Modify Charge screen must be saved for the Copay to post.
Learn More: Enter a New Charge Manually-Procedure Panel.
Stored Cards can be used on Payment Plans, but also allow for expedited copay collection and to run against a Patient's Balance.
You do not have enough funds to apply this transaction. You cannot overapply received amount. 1:99214 - Total number of adjustments (0.00) does not equal the charge (196.00)
The Payment plus Adjustments plus Patient Responsibility must equal the Charge Amount.
Example: Charge = $150.00; Allowed: $95.00; Payment $75.00; Adjustment = $55.00; Patient Responsibility = $20.00
Payment $75.00 + Adjustment $55.00 + Patient $20 = $150.00 which is the Charge Amount.
No, Insurance Escrow cannot be seen on the Patient Dashboard because an Insurance Receipt is not associated with just one Patient even if there is only one Patient on the Remit.
Patient Escrow does show on the Patient Dashboard because the Receipt is associated with a Patient.
If this is a crossover from the Primary Insurance to the Secondary Insurance, the Crossover Mappings button on the ERA list screen can be used to map the Insurance.
If the Insurance is correct, but the Payment came back with a different name and/or Payer ID than what is in the System, the ERA Payer ID can be added to the Payer.
Example: The claim was sent to Great West, but came back as Cigna.
Cigna manages Great West but has a different ERA Payer ID than the one in the Insurance Library.
If a Payment Plan has "Hold for Payment Plan" selected for Statements, will any Statements get sent for Patients under the Guarantor?
Statements will still send for any Encounters that are not associated with the Payment Plan.
Note: The Encounters that are not a part of the Payment Plan will not indicate that other Encounters for the same Guarantor are on a Payment Plan.
The Receipt Panel can be pinned to the Home Dashboard (which includes the History) by going to Payments and selecting the Push Pin on the Receipts with Escrow panel.
Example: You accidentally created a Refund Receipt for a Patient.
If the Refund is in an open period, the receipt can be deleted (permission controlled).
If you have refunded the money to the Patient, you should not delete the Receipt.
If the Refund is in a closed period and the money has not been given to the Patient:
Use Post Expert to credit the money back to the Patient's account; or
The "WU" indicates that an unspecified recovery has been applied toward your payment. This was not initiated through a Medicare Part B overpayment. This could also be reported as an LE.
It is a tax levy not associated with an overpayment.
It could be garnishments, child support, alimony, etc.
Learn More: Provider Level Adjustments