There are several options to work out the reconciliation of an insurer's payment.

 

Option #1

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


  • The following screen will be displayed: 


  • Select the payment you wish to reconcile by double-clicking on it. 


  • Or, press the right mouse button and select the Edit option.


  • The following screen will be displayed: 
  • Select the corresponding payment in the right column by double-clicking on it. 

        

  • To display only claims that are pending work, select the Hide Closed option.


  • Now, you will be able to work everything from the reconciliation panel, pressing the right mouse button, the following options will be displayed:  

         

  • Open Claim: When pressed, the selected claim will be displayed.  
  • Open Patient Details: When pressed, it will display the screen with the patient's demographic information. 
  • Open Patient Payments: When pressed, it will display the selected patient's payment screen. 
  • Open Vouchers: Pressing it will display the Electronic Payment Vouchers screen. 
  • Open Pending Voucher: Pressing it will display the Electronic Payment Vouchers screen.
  • Patient Claim History: Pressing it will display the Patient Billing History screen. 
  • Patient Eligibility History: Pressing it will display the Eligibility screen, select the Check Eligibility option. 
  • Check Eligibility: Pressing it will display the patient's eligibility screen. 
  • Check Claim Coverage: Pressing it will display the Claim Coverage Editor screen to edit the claim coverage. 
  • Show Column Chooser: Pressing it will display the screen for editing or selecting columns of the panel table. 

To process the reconciliation of payments, in a multiple selection, select all claims by pressing the Shift key and then, by pressing the right mouse button, the Batch Process option will be displayed. 


  • To create a claim, for the secondary plan, press the button.
  • The Claims Editor screen will be displayed for editing the claim:


  • Once you have created the second claim, press the Save button to save it.
  • Once you have worked all the claims, press the Save button. 
  • Then go back to the Reconcile screen and change the Status of the payment to Closed.


 Option #2

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


  • The following screen will be displayed:


  • On the Electronic Payment Vouchers screen, press the Reconcile button located at the top.


  • The following screen will be displayed: 


  • Select the payment you wish to reconcile by double-clicking on it. 


  • Or, press the right mouse button and select the Edit option.


  • The following screen will be displayed: 
  • Select the corresponding payment in the right column by double-clicking on it. 

        

  • To display only claims that are pending work, select the Hide Closed option.


  • Now, you will be able to work everything from the reconciliation panel, pressing the right mouse button, the following options will be displayed:  

         

  • Open Claim: When pressed, the selected claim will be displayed.  
  • Open Patient Details: When pressed, it will display the screen with the patient's demographic information. 
  • Open Patient Payments: When pressed, it will display the selected patient's payment screen. 
  • Open Vouchers: Pressing it will display the Electronic Payment Vouchers screen. 
  • Open Pending Voucher: Pressing it will display the Electronic Payment Vouchers screen.
  • Patient Claim History: Pressing it will display the Patient Billing History screen. 
  • Patient Eligibility History: Pressing it will display the Eligibility screen, select the Check Eligibility option. 
  • Check Eligibility: Pressing it will display the patient's eligibility screen. 
  • Check Claim Coverage: Pressing it will display the Claim Coverage Editor screen to edit the claim coverage. 
  • Show Column Chooser: Pressing it will display the screen for editing or selecting columns of the panel table. 

To process the reconciliation of payments, in a multiple selection, select all claims by pressing the Shift key and then, by pressing the right mouse button, the Batch Process option will be displayed. 


  • To create a claim, for the secondary plan, press the button.
  • The Claims Editor screen will be displayed for editing the claim:


  • Once you have created the second claim, press the Save button to save it.
  • Once you have worked all the claims, press the Save button. 
  • Then go back to the Reconcile screen and change the Status of the payment to Closed.



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