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:






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