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.