Use the Undistributed Payments expert to identify undistributed payments, print a report, or proceed directly to the Payment Distribution window. The expert lists the amounts and details for each payment, the total number of undistributed payments, and total undistributed amount at the bottom.
It is recommended that you run the expert either monthly or yearly. Because the expert examines every ledger item on every patient, and can take several hours to generate. If possible, run the expert on the server and view the results on a workstation.
To use this expert:
Select Experts > Undistributed Payments Expert. The criteria window is displayed.
As with the other experts, you can choose to view the existing, previously-generated expert, or generate a new one.
Select All transactions, or Transactions newer than __ months, and click OK. The Undistributed Payments Expert is displayed.
Select a payment in the list to view the details:
Responsible party
Service date
Producer to whom credit is posted
For each selected payment, you can:
Click Distribute. The Payment Distribution window is displayed, indicating the amount remaining to distribute, and listing the procedures to which you can apply the amount.
Select the Only include auto-credit card payments from Payment Plans option. This filters the list to only these types of payments.
Click Print Report to view or print the report.