Payments Dashboard
Payments Dashboard
Post Payment, Adjustments, and Refunds Panel
Receipts with Escrow Panel
- List of Receipts with Escrow
- Expand the Escrow List using the Plus icon.
- Receipt History is where all Receipts reside, whether they are fully posted, partially posted, or not posted at all.
Electronic Remittance Advice (ERA) - Loaded Panel
- This is a list of Loaded ERAs that have not been Applied (Posted).
- Use the Plus icon to expand the panel.
- Breakdown of Loaded, Posted, Posted Manually, and Duplicates ERAs
- Total number of Files
- Total Dollar Amounts
- Select the ERA link in the list to navigate to the ERA File Dashboard.
- Select the Remits Number link to view the Items in the ERA or to Apply an ERA. (You can also select All ERAs to Apply ERAs.)
- All ERAs link
- Select the All ERAs link to navigate to the ERA List screen, where ERAs can be applied and worked.
Reference Batch - Payments Panel
This panel shows the Received, Applied, and Escrow amounts for the Payments in the currently attached Reference Batch.
- It only displays if you are attached to a Reference Batch when opening the Payments Dashboard.
Payments Plans - Declined Panel
This panel displays details about the active Patient Payment Plans.
- Total Number of Payment Plans
- Total Amount in Payments Plans
- Number of Declined Payment
- Amount of Declined Payments
Select the All Plans link to view the Payment Plans.