Payment/Receipt FAQs

Payment/Receipt FAQs


Payment/Receipt FAQs


Adjustments/CARC Codes

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?


Balance Transfer

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.

Copay

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.

I used the Copay pop-up to post the Copay. Why didn't it post?


Check Number

How do I find a Payment by Check Number?

Credit Cards

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

What is the Process Electronically checkbox used for?

Delete an Adjustment

How do I delete/reverse an adjustment?


Denial

How do I post a denial?

Escrow

What is Escrow?

How do I apply Escrow?

Can I see Insurance Escrow on the Patient Dashboard?

  • 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.

Insurance

What do I do when the remit has a different Insurance than the Insurance that is on the Patient's Insurance Profile?

  • 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.


Payments

How do I post a Patient Payment?

How do I post an Insurance Payment?

How do I post an ERA?

How do I move a Patient Payment to another Patient?

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


Payment Plans

Will a Payment Plan automatically become Inactive when the Balance is paid in full?

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.
  • Learn More: Send or Hold for Payment Plan

Print

How do I print the Payment History for a Patient?


Receipts

What is a disbursed Receipt?

How do I find a deleted Receipt?

How do I find a Receipt in Escrow?

How do I add Receipt History to the Home Dashboard?

  • 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.


Takeback/Refund

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

What report do I run to see Refunds?

How do I cancel/reverse a Refund?

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:






    • Related Articles

    • 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 ...

    • Receipt Management Report

      Receipt Management The Receipt Management Report is most commonly run by Post Date which will tie in to the Month End Reports. If run by a Received Date, the Report shows all money received for the Date Range chosen regardless of the Post Date. Use ...

    • Patient Copay/Account Payment from Appointment

      Patient Copay/Account Payment from Appointment The payment could be a Copay only or a combination of a Copay and Payment on Account. Patient Copay entered on the Appointment Screen Select the Appointment from the Calendar. On the Appointment screen, ...

    • 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) ...

    • Undo a Posted Payment or an Adjustment

      Undo a Posted Payment or an Adjustment The System has an Undo Posting feature on the Encounter Dashboard where you can manage incorrectly posted Payments and Adjustments. Undo can be used to correct the posting on a Receipt. Example: A payment was ...