Working with Batch Payments
To enter batch payments:
On the WinOMS toolbar, click . The Batch Payment window is displayed.
The Payment Information tab is displayed. In the Source section, type the carrier identification number or carrier name, and click to search for the carrier.
If you enter the carrier identification number or carrier name exactly as it appears in your database, fields are automatically populated.
In the Reimbursement Codes section, do one of the following:
Type the payment code for the selected plan.
Click to search for a payment code.
If applicable, you can also do one of the following:
Type the adjustment code or disallow code.
Click to search for these codes.
In the Payment Information section, enter the payment amount. If necessary, select a different payment method from the drop-down list in the Method field.
Enter the check date. If necessary, edit the Transaction date.
Enter the check number and bank identification number.
In the Comments field, type any comments.
You must enter the carrier name, payment code, check amount, and check date before the Payment Distribution tab is enabled.
Click the Payment Distribution tab.
Select a patient by doing one of the following:
Type the claim identification number or the insured party identification number.
Click to search for a patient.
In the Apply Type section, select an option.
In the Amount to Apply to Pat: field, enter the amount to apply to the selected patient.
Select a claim from the claims list in the middle of the window. Charges for the selected claim are displayed in the charges list in the lower section of the window.
If you search by the claim identification number, that claim is automatically selected.
In the Pay Amt field in the charges list, enter the reimbursement amount for each charge.
If applicable, enter adjustment amounts or disallow amounts for each charge in the Adj Amt and Disallow Amt fields in the charges list.
After adjusting each charge for the selected claim, click Distribute. The payments are distributed.
If you select Manual in the Apply Type section, you must manually apply these amounts. The Distribute button is disabled.
Repeat steps 13 through 16 to distribute payments to additional claims for the selected patient.
Click Apply. A message is displayed, indicating the number of charges applied. Click OK.
Continue distributing payments for additional claims and patients to completely distribute the payments on the Explanation of Benefits (EOB) from this carrier.
Click the Distribution Review tab.
Review the information and compare all amounts to the information on the EOB. To remove a charge, select the charge and click Remove.
Clicking Remove does not delete the selected distribution amount. You must reconcile the undistributed amount in the patient’s account.
To print this information, click Print.
To post the payments and close the Batch Payment window, click Exit, or to post payments from another check or carrier, click Next Check.