There are several way to access a Payer Summary.

 

From the Billing main screen

  • Go to the Billing screen. 
  • Select the claim you wish to verify in order for the payer information be displayed. 

 

  • Then press the Payer Summary tab located at the left side of the Billing Claims and Aging screen. 


  • For example purposes we selected the AHEA payer. 
  • This is how the payer information will be displayed:

          


From the Reconcile Insurance Payment screen. 

  • Go to the Billing screen. 
  • Press the Reconcile button. 


  • The Reconcile Insurance Payments screen will be displayed. 
  • Select a payer payment.
  • Then press the Payer Summary button.


  • The selected payers aging and summary will be displayed:



From the Insurance Payment screen. 

  • Go to the Billing screen. 
  • Press the Reconcile button. 
  • Then press the Add Payment button.


  • The Insurance Payment screen will be displayed.
  • Select the payer you wish to see the information.
  • Then press the Payer Summary button located at the top of screen.
  • The selected  payer aging and summary will be displayed at the right side of the screen.