You can post a third-party payment to a patient's ledger.
To post a third-party payment
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, click (or tap) Payment.
The Enter Payment (-) dialogue box appears.
Leave the current date entered in the Date box, or click (or tap) in the box to select a different date. However, you cannot backdate a transaction to a date that would cause it to become locked based on your organisation's transaction lock setting.
Enter the Amount of the payment.
Select the Method of payment received from the third party: an electronic e-claim payment or a third-party payment by cheque.
Enter the payment details, such as the cheque number, and select the applicable claim.
Set up the following options:
Cheque # - The cheque number. This option is available only if the payment method is a cheque.
Reference # - The reference number of the transaction or electronic funds transfer (EFT). This option is available only if the payment method is patient financing, an electronic transfer, or an electronic e-claim payment.
Bank/branch # - The bank account number on the cheque. This option is available only if the payment method is a cheque.
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Eclaim manual - If the payment type is an electronic e-claim payment, and you submitted the electronic claim manually, select this check box.
Partial payment - The cheque or electronic payment amount is less than the allowed amount or the amount billed to the third party.
Claim - The claim that the payment applies to. The selection cannot be changed after you save the payment.
To post an adjustment for the claim along with the payment, do one of the following:
For a write-off (credit adjustment), from the Third-Party Adjust. list, select Write-off. Select an Adjustment Type. Then, type an amount in the Adjustment column for each procedure that the adjustment applies to. By default, a procedure's Adjustment amount is the Charge minus the Allowed amount (the insurance plan's UCR fee).
For a refund (charge adjustment), from the Third-Party Adjust. list, select Refund. Select an Adjustment Type. Then, change the refund Amount if needed. By default, the refund Amount is the payment Amount. If the refund amount is less than the payment amount, the difference must be applied to one or more procedures. Also, any amount you enter for a procedure's Adjustment amount will not be posted as part of a write-off adjustment.
Change any of the following amounts for each procedure as needed:
Allowed - By default, this is the third-party plan's UCR fee.
Applied - By default, this is the amount of the payment that is being applied to the procedure up to the Allowed amount. The payment amount is applied automatically to the first procedure listed and then to subsequent procedures until the payment amount is used up.
For each procedure, the Balance appears for your reference. This is the Charge minus the sum of the Other Credits, Adjustment, and Applied amounts.
Also for your reference, the following amounts appear:
The Third-party payment amount applied is the sum of the amounts in the Applied column. The text turns red if the amount is less than or greater than the payment Amount. To post the payment, this amount must equal the payment Amount.
The Remaining amount to be applied is the payment Amount minus the Third-party payment amount applied. The text turns red if the amount is greater than zero. To post the payment, this amount must be less than or equal to zero.
The Amount of other credits to be reapplied is the sum of all credits in the Balance column. A credit (negative amount) appears in the Balance column for a procedure if the sum of the Applied and Adjustment amounts is more than the sum of the Charge and Other Credits amounts.
On the Tags tab, add tags to the payment as needed.
On the Notes tab, enter any notes regarding the payment.
Click (or tap) Save.
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