|
The Batch Payment entry consists of two section. The first section allows the user to select from or add to a list of unposted Payment Batches. The second section displays a list of Payments attached to the selected Batch.
Batch List
Batch No
|
Number assigned to the batch by the user
|
Router No
|
Sequentially assigned number within a batch
|
Remit Date
|
Date the payment was deposited into the bank. A warning will be issued if this is entered as a future date.
|
Date Release
|
Date the batch is to be release for processing and posting.
|
Date Entered
|
Date the batch was entered into MedSuite
|
Batch Type
|
PAYMENT
|
User
|
Name of user who created (and presumably) entered the batch
|
Description
|
Description assigned by the user to the batch
|
Batch List Buttons
Imaging
|
Invokes the Image Tree display for the payment batch.
|
Refresh
|
Refreshes the batch list
|
New
|
Create a new batch
|
Edit
|
Edit the selected batch
|
Delete
|
Delete the selected batch
|
If a Batch has been released, you may not add payments to or delete payments from the batch. You may "edit" payments in the Batch. However, the Ok and Cancel buttons will not be available in the Payment Distribution Screen.
Payments on Current Batch
Certain details about a Payment may be viewed in this grid. In addition, Payments may be created, edited, or deleted from this grid.
Document No
|
Check or EOB number
|
Patient Name
|
Name of patient to which the payment was applied
|
Account
|
Name of the account to which the payment was applied
|
Amount Paid
|
Payment amount applied
|
Amount Adj
|
Adjustment amount applied
|
Payments on Current Batch - Buttons
Ledger
|
Jump to Patient Ledger on Reversed Bulk Payment
When a Visit or Charge is Reversed that has payments on it, the payments are written to a payment batch (selected by the user) as an unapplied Bulk Payment that is basically a "tickler" to remind you to reapply the payments after the charges are posted. The unapplied Bulk Payment "knows" which patient the payments are for and allows you to Jump directly to the Ledger.
|
1-Self
|
Create a new Self Payment
|
2-Ins
|
Create a new Insurance Payment
|
3-Bulk
|
Create a new Bulk Insurance Payment
|
Edit
|
Edit the selected Payment
If you Edit the "drill-down" for a Bulk Payment, you will be presented with a form that requires that you pick a distribution of the bulk payment.
When a Visit or Charge is Reversed that has payments on it, the payments are written to a payment batch (selected by the user) as an unapplied Bulk Payment that is basically a "tickler" to remind you to reapply the payments after the charges are posted. The unapplied Bulk Payment is not expected to have any distributions on it and the edit button is disabled.
|
Delete
|
Delete the selected Payment. This will only function on unposted Payments.
If you Delete the "drill-down" for a Bulk Payment, you will be presented with a window that asks you to confirm that you want to delete all of the claims on a Bulk Payment. Make sure that is what you want. It takes a lot of time to re-enter a Bulk Payment.
|
|