Billing / Reconcile / Insurance Payment : EHRez Help Center

Description

Screen where checks paid by insurers are recorded, disputed claims are handled and electronic payments sent are accessed (835).

Access

Through Main Menu

On the main screen, press the Billing button.
Then, press the Reconcile button, located at the top of the screen.
On the screen to be displayed, press the Add Payment button, located at the top of the screen.

Through QuickLinks

On the main screen, click on the QuickLinks text located at the top of the screen and select the Billing option.
Then, click on the Reconcile button located at the top of the screen.
On the screen that appears, click on the Add Payment button located at the top of the screen.

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 Reconcile button, located at the top of the screen.
On the screen that appears, click on the Add Payment button located at the top of the screen.

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 Reconcile button, located at the top of the screen.
On the screen that appears, click on the Add Payment button located at the top of the screen.

Sections

Buttons

Refresh: Update screen.
Payer Summary: When pressed, the aging and summary of the entire medical plan will be displayed.
Dispute: When pressed, the screen for handling disputed claims will be displayed.
Vouchers: When pressed, it will display the voucher management screen.
Lock: When pressed, it will mark the payment and associated claims as closed. Once closed, no modifications can be made to them.
Print: Prints the detailed report of the insurance payment. You must save the payment first in order to print it.
Save: Save changes made.
Previous: Closes the screen.

Payment Details

Type: Displays the payment type.
Status: Allows you to select the status of the payment as new, under review or closed.
From (Payer): Name of insurance company.
To (Order of): Name of the supplier, to whom the payment will be issued.
Image (Check): Allows you to add the image of the check.
Gross Amount: Gross amount of the insurance payment.
Reference / Check No': Insurance payment check number.
Payment Date: Date of payment from the insurance company.
Payment Retentions: Amount withheld from the insurance company's payment.
Notes: Allows you to write a note related to the insurance payment.

Adjudications Panel: In this section, you will be recording the amount paid by the insurance company for the service.

All: When selected, all claims will be displayed.
Adjusted: When pressed, it will display the claims, with settings.
With Secondary: When pressed, it will display the claims, with secondary plan.
Adjust Reason: Allows you to select the reason for the payment adjustment.
Claim #: Claim number.
Procedure: Procedure code.
Billed: Invoiced amount.
Adjusted: Payment adjustment amount.
Deductible: Deductible amount paid per patient.
Balance: Amount pending balance.
Delete: Allows to delete the claim.
Record: Displays the total number of claims, for awards.
Use Reconcile Panel: By selecting, you will expand the reconciliation panel, where you can view the claim in detail and change the status of the claim.

Patient: Display the name of the patient of the claim.
Adjust Reason: Displays the reason for the adjustment.
Vouchers: Displays the number of vouchers.
Pending Vouchers: Displays the number of pending vouchers.
Payments: Displays the amount in cash of payments.
Has Secondary: Shows whether or not the patient has a secondary medical plan.
Patients Payments: Displays the amount of money paid by the patient.
Patient Due: Displays the amount of money the patient owes.
Last Visit: Displays the date of the patient's last visit.
Last Eligibility: Displays the date of the patient's last eligibility search.
Claim Status: Displays the claim status.
Accept: By clicking on it, you are accepting payment.
Dispute: By pressing, you are indicating that you do not agree with the payment.
Patient Collection: When pressed, it indicates that the payment is declined and the patient will be automatically charged.
Done: By pressing, the balance will be assumed and the claim will be closed.
: Pressing it will display the Claims Editor screen to add the secondary plan claim.

Options to select from the reconciliation of a payment (by right clicking on the claim).

Open Claim: When selected, the claim is displayed for editing.
Open Patient Details: When selected, displays the Patient Details screen with the patient's demographic information.
Open Patient Payments: When selected, displays the Patient Payments screen to register the patient's payment.
Open Vouchers: When selected, displays the Electronic Vouchers Payments screen (835).
Open Pending Voucher: When selected, displays the Electronic Vouchers Payments screen (835).
Patient Claim History: When selected, it displays the Patient Billing History screen, where the patient's billing history is displayed.
Patient Eligibility History: When selected, it displays the Patient Eligibility History screen, where the patient's eligibility search history is displayed.
Check Eligibility: When selected, it displays the Eligibility screen, to verify the patient's eligibility on the spot.
Check Claim Coverage: When selected, it displays the Claim Coverage Editor screen, for on-the-fly cover editing.
Show Column Chooser: When sectioning, it displays the Column Chooser screen, to select the column that the user wants to see displayed.
Batch Process (Select all the claims by pressing Shift and at the same time pressing the left mouse button on the group of claims).

More Information

Unpaid Claims - (Select Services to Adjudicate): In this section, pending claims will be displayed, in order to adjudicate a payment.
Claim status legend:
- Transmitted: Claims transmitted.
- Trans Accepted: Transaction accepted.
- Disputing: Disputed claim.
- Error: Claim with errors.
- Secondary: Claim with a secondary plan.
- Rejected: Claim rejected.
Record(s): Total unpaid claims.
Restore Layout: Pressing returns the screen to the original layout.

Billing / Reconcile / Insurance Payment