Posting Payments in the Payment Report

A video containing the following information can also be found here:

https://accupoint.wistia.com/medias/jg4u9ihbu3

Select Client/Employee/Doctor > “Billing” > Select a Transaction > “Payment Report.”
image

The Payment Report has several different filter criteria you may useto pull the claims you’d like to post a payment to.

Start and end dates are treated as billed dates by default, unless the “Search by Performed Date” box is checked.
Invoice numbers are located on invoices that have been billed out as patient responsibility or private pay.
AP Number corresponds to the Billing Item ID on the Submission Report.

Please note that a claim will not show on the Payment Report until it has been billed. The claim must either be submitted electronically or an invoice must be generated for the claim.
image
Click “Update View” to pull up the claims that fit the criteria you have entered.

Now, you can post a payment to the claims.

You may enter the name of the payer, set the check number, select the check date, and enter the check amount. These fields will automatically populate for each invoice. You may also enter TCN, if applicable.
image

If the check amount entered exceeds the amount due, the remaining check amount will be listed at the bottom. If the check amount is less than the amount due, the software will automatically populate each invoice item in descending order, until the check amount runs out.

On this page, you may also enter an amount for Patient Responsibility (co-pay, co-insurance, deductible), or you may enter a reason for a rejection under Error Information if there’s a denied claim.
image
Click Apply Changes to wrap up.