There are several options to reconcile an electronic payment.


Option #1

  • Go to the Billing screen. 
  • Press the Vouchers button, located at the top of the screen. 


  • The following screen will be displayed:  


  • To process and add an electronic payment, expand the Voucher on the left side of the screen.
  • Then, right click on the claim and select the Process: Add Electronic Payment option. 


  • The following message will be displayed: 


  • A message will be displayed, in the Summary section, that it was processed.


  • To reconcile the payment, click on the Open Payment button. 
  • Or, right-click and select the Open Electronic Payment option". 

         

  • The following screen will be displayed: 


  • Once the electronic payment reconciliation process has been completed, press the Save button. 
  • To close the payment, select the Closed option in the Status field.


  • Once the payment is reconciled, you will automatically be taken to the Reconcile Insurance Payment screen. 


Option #2

  • Go to the Billing screen. 
  • Press the Reconcile button, located at the top of the screen. 


  • The following screen will be displayed:


  • Press the Vouchers button, located at the top of the screen.


  • The following screen will be displayed:  


  • To process and add an electronic payment, expand the Voucher on the left side of the screen.
  • Then, right click on the claim and select the Process: Add Electronic Payment option. 


  • The following message will be displayed: 


  • A message will be displayed, in the Summary section, that it was processed.


  • To reconcile the payment, click on the Open Payment button. 
  • Or, right-click and select the Open Electronic Payment option". 

         

  • The following screen will be displayed: 


  • Once the electronic payment reconciliation process has been completed, press the Save button. 
  • To close the payment, select the Closed option in the Status field.


  • Once the payment is reconciled, you will automatically be taken to the Reconcile Insurance Payment screen. 


Option #3

  • Go to the Billing screen. 
  • Press the Reconcile button, located at the top of the screen. 


  • The following screen will be displayed:


  • Press the Vouchers button, located at the top of the screen.


  • The following screen will be displayed:  


  • To process and add an electronic payment, expand the Voucher on the left side of the screen.
  • Then, right click on the claim and select the Process: Add Electronic Payment option. 


  • The following message will be displayed: 


  • A message will be displayed, in the Summary section, that it was processed.


  • To reconcile the payment, click on the Open Payment button. 
  • Or, right-click and select the Open Electronic Payment option". 

         

  • The following screen will be displayed: 


  • Once the electronic payment reconciliation process has been completed, press the Save button. 
  • To close the payment, select the Closed option in the Status field.


  • Once the payment is reconciled, you will automatically be taken to the Reconcile Insurance Payment screen. 



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