Description 

Screen where electronic payments (835) are displayed and managed. 


Access 


Through Main Menu
  • On the main screen, press the Billing button. Then, press the Vouchers button, located at the top of the screen. 
  • The user can also access the Reconcile screen and the Insurance Payment screen by pressing the Vouchers button located at the top of both screens. 
Through QuickLinks 
  • On the main screen, click on the QuickLinks text located at the top of the screen and select the Billing option. 
  • Then, press the Vouchers button, located at the top of the screen. 
  • The user can also access the Reconcile screen and the Insurance Payment screen by pressing the Vouchers button located at the top of both screens. 
Through Patients
  • On the Patient Details screen, press the Billing button located at the top of the screen and select the Go To Billing option. 
  • Then, press the Vouchers button, located at the top of the screen. 
  • The user can also access the Reconcile screen and the Insurance Payment screen by pressing the Vouchers button located at the top of both screens. 
Through Appointments 
  • On the Appointments screen, press the Billing button located at the top of the screen and select the Go To Billing option. 
  • Then, press the Vouchers button, located at the top of the screen. 
  • The user can also access the Reconcile screen and the Insurance Payment screen by pressing the Vouchers button located at the top of both screens. 

Sections 


Buttons

  • Refresh: When pressed, it updates the screen.               

  • Check For New: When pressed, all recently recorded payments will be downloaded. 

  • Import File: Import the report (file) into the system. 

  • Reconcile: When pressed, the insurance company payment reconciliation screen is displayed.

  • Previous: When pressed, closes the screen. 

  • Background Processing: When selected, it creates payments that are 100% matched automatically.

  • Filtros: Section where you can filter the information on insurance payments. Currently, you can filter by date, insurer, provider and status. Among the available statuses are:
    • New: New checks.
    • Matched: Checks that are already paired, with claims and reconciled. 
    • Unmatched: Checks that have not yet been reconciled.

  • Fully Matched: When selected, displays only reconciled payments. 

  • Pending Work: When selected, displays the pending payments to be reconciled. 

  • All: When selected, displays all reconciled and pending payments to be reconciled. 

  • By clicking the right mouse button on the table if the voucher is in New or Unmatched status, the following options will be displayed: 

  • Selected Voucher 
    • Process: Add Electronic Payment: When selected, the selected electronic payment will be processed. 
    • Change payer To: When selected, allows you to change the selected proof of insurance company. 
    • Print: When selected, allows you to print the selected voucher. 
    • Delete: When selected, allows you to delete the selected voucher. 
  • By right-clicking on the table if the payment is in Matched status, the following options will be displayed:
          
  • Selected Voucher
    • Open Electronic Payment: When selected, displays the screen to process the payment reconciliation. 
    • Undo Electronic Payment: When selected, it will automatically change the status from Matched to Unmatched. 
    • Change Payer To: When selected, allows you to change the selected proof of insurance company. 
    • Print: When selected, allows you to print the selected voucher. 
    • Delete: When selected, allows you to delete the selected voucher. 
  • By pressing the right mouse button, expanding the voucher and selecting a claim that is paired to the voucher, the following options will be displayed:
         
  • Selected Claim
    • Open Related Claim: When selected, it displays the claim screen for editing the claim. 
    • Open Patient Payments: When selected, displays the screen for managing patient payments. 
    • Remove Match to Claim #: By selecting, you can remove the paired claim. A confirmation message will be displayed first. 
  • By pressing the right mouse button, expanding the voucher and selecting a claim that is not paired to the voucher, the following options will be displayed:
         
  • Selected Voucher
    • Open Electronic Payment: When pressed, it displays the Reconcile Electronic Payment screen to process the payment reconciliation. 
    • Undo Electronic Payment: When pressed, it will automatically change the status from Matched to Unmatched. 
    • Change Payer To: When pressed, it allows you to change the selected insurance company. 
    • Print: When selected, allows you to print the selected voucher. 
    • Delete: When selected, allows you to delete the selected receipt. 
  • Selected Claim
    • Open Related Claim: When pressed, displays the selected claim.
    • Open Patient Payments: When pressed, displays the patient payments. 
    • Remove Claim Match: Pressing it allows you to delete the selected claim. 
    • Match to Claim: When pressed, it displays the Match Claim to Voucher Payment screen, for the process of creating a Dummy Claim.
  • Restore Layout: When pressed, the screen is displayed, with the original screen design. 
  • Summary: Displays the detailed summary of the electronic payment sent. 
  • Report: Displays the reconciliations, in the form of a report that can be printed.