Posting payments for Payors

1. You will go to Billing à Post Payments

 

***When working on this screen you need to remember to work top to bottom to make sure everything is entered in accurately. You will follow all 3 steps prior to entering in any payment details.

 

 

2. First checking if you are in a batch you would like the payment to be posted to. If you would like to use the same default batch any other payments will be posted to for this day you will leave that as is. But if you are wanting to create a new batch specifically for posting Payor payments to you will follow these steps.
   1. Select Batch à Add New Batch
   2. You will enter in a Batch Name, Batch Post Date, and Total Amount $0 then Save.

 

 

3. Now you will want to Search for the Payor you are posting for. You will type in the box the name of the payor and below you will see the payor populate and you will select that payor.

 

 

4. Now you will want to enter in all the payment details for the check/form of payment provided. It is important that if this is a check paying for multiple claims you will want to enter in the total amount for the check itself not just for 1 claim it will be posting to. You will type the Pmt Amt, select the Pmt Method, enter in the Ref ID/Check #, and selecting the Pmt Date. Before saving you do have the option to Link EOB which you can Link the copy of this payment that would need to be scanned on your computer so you can always refer back to what this payment was specifically for if there is any confusion later. After this you will Save.              

 

 

5. Now you will go to the bottom of this screen after the payment is saved in the system and start searching for the claim(s) to post this to. This usually defaults to the Payor’s Open Claims tab but to make it easier to search you can go to the Patient Search tab and look for this by the patient information or claim number then hitting search.

 

 

6. Now that you have searched for the claim they will populate below. You will select the specific claim you would be posting this payment to. Then clicking Post.

 

 

7. A new Screen will pop up for posting this payment. This screen you also want to work from top to bottom to accurately post the payment to this claim. You will see at the top it states which Patient/Encounter you selected. You will want to verify if this is correct. Now you will type the payment amount you would like applied to this claim. It will default the amount to the total payment you posted in the system or for the total balance of this claim. You can fix this by typing in the payment you need to accurately show for this claim. When that is updated, it will also update the Adjustment amount. If this is incorrect you can manually enter in the correct Adjustment amount needed. Then you will select an Adjustment code for this. You will want to double check the ‘Pmt/ Adj From’ as well to make sure the correct Payor is selected. Once you are done making your changes you will click Apply Changes.

 

 

8. After applying those changes you will want to double check the Line items the pmts and adjustments are posted to. For this example I only had 1 line item so there wouldn’t need to be any changes done. But if you have multiple line items you would like pmt and adjustment amounts to reflect differently than how it automatically populated then you are able to type in the boxes ‘Pmt Amt’ and ‘Adj Amt’ to correct these. Once everything looks correctly posted you will be able to click Save.

 

 

9. After saving it will take you back to the Post Payments screen. You will notice above the Applied Amt and Unapplied Amt should have changed reflecting the payment you just posted to this claim. If you have multiple payments to post from this check, you will see the Unapplied amount remains subtracting the amount you posted to the claim and the Applied Amount will reflect what has been posted to claims already.

 

 

10. If you have more claims to post the check to you will be able to start searching for the next claim to do so. But if you are done posting from this check you will be able to start this process over again for posting the next payment into the system.