Use Post Expert to Post Additional Adjustments and Payments

Use Post Expert to Post Additional Adjustments and Payments

There are times when you will need to use the Post (Expert Mode) button instead of the Post button. When using the Post button, the transactions must balance before you can Save the screen. When you have a Transaction where it will not balance, such as posting an additional payment, adjustment, penalty or interest, you can use the Post Expert button to Post. There might be an extra Save as Unbalanced button as well.


Post Using Post Expert

In the following example, a penalty is posted and then written off.

  1. Choose Post [Expert Mode] on the Receipt Dashboard.

  1. Enter Patient ID or use the Lookup icon to search for the Patient ID.
  2. Choose the Encounter number and Line Item. (Under ID the format is Patient ID + Encounter number, and then the Line number.)

  1. Transaction Code: IP
  2. Amount: Enter the amount (use a negative amount if it is a penalty) and Tab.

  1. To bring the Encounter Balance to zero after posting a penalty or interest, you may want to add an Adjustment. (Optional)
  • Transaction Code: Enter CO45 (or another CO adjustment code) to write off the Balance and bring the net value to zero.
  • Amount: Enter the amount to get the balance to zero. (A negative amount may be needed)

  1. Check the balance of the Responsible Party at the top of the Line Item Post screen to make sure it is zero. If it is not, you did not use the right adjustment amount. For example: If the Balance is $.25, and an adjustment code of -$.25 is added, and the Balance is now $.50, you should have used a positive $.25. Delete the line and enter again.
  2. If the Save button is grayed out, select Save Unbalanced.
  3. Select Save [F2].


Insurance on Remit is Different than the Encounter

Post As Insurance

Sometimes the Insurance is different on the ERA/EOB than the Insurance that is on the Encounter. This occurs when an Insurance Company is the administrator of other Insurances, such as Great West is administered by CIGNA.

  • Great West is the Insurance on the Patient/Encounter, but the Remit comes in as CIGNA.



Delete a Transaction using Post Expert

Examples of when to delete a Transaction.

Post Expert Screen

  • Select the Transaction Code on the Post Expert screen.
  • On the Popup, select the OK button.
  • When finished, select Save [F2].


Post an Additional Payment using Post Expert

Example: Duplicate Payment received in Error
​
  1. From the Receipt Dashboard, select the Post Expert button.



  1. Enter IP in the Transaction Code Field.
  2. In the Amount field, enter the Payment Amount that was sent in error.
  • The Payment line will display.
  • DO NOT post any Adjustments or Patient Responsibility.
  1. Select Save [F2].


      

This will create a Credit Balance for the amount of the second Insurance Payment waiting for the Insurance Takeback to occur.

  1. Select Save [F2].






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