Entering Payments, Adjustments, and Insurance Denials

Entering Patient Payments

To enter patient payments:

1. In the Patient window, click . The Payment/Adjustment Entry window (Payment Wizard) is displayed.

2. In the Pay/Adj Code field, click to search, or type the code and press Tab.

3. In the Amount field, type a payment or adjustment amount.

4. In the Transaction Date field, type the date of the transaction.

5. In the Method field, select one of the following methods:

• Cash

• Credit CardCredit CardIf Credit Card is selected, select a card type from the drop-down list in the Credit Card field. If you are using the electronic credit card processing service, Using ECCPS is displayed in the Credit Card field, and no selection is necessary.

• CheckCheckIf Check is selected, type a bank identification number in the Bank ID field and a check number in the Check Number field.

• Electronic Deposit

• Money OrderMoney OrderIf Money Order is selected, type an identification number in the Bank ID field and the money order number in the Check Number field.

6. In the Comment field, type comments concerning the payment.

7. Text typed in the Comment field is displayed in the transaction line in the ledger Distribution Information window.

7. Click Next. The second window of the Payment Wizard is displayed.

8. In the Apply column, type the appropriate amount to distribute the payment to specific charges.

9. To enter an adjustment while entering a payment, right-click on a charge and select Adjustment from the list. The Adjustment window is displayed. If there are no adjustments, go to step 13.

10. In the Code field, type the adjustment code and press Tab, or click and click Display All to select an adjustment code.

11. In the Amount field, type an adjustment amount.

12. Click Ok. The adjustment amount is displayed in the Adjust column.

13. The adjustment affects only the selected charge and cannot exceed the amount of the selected charge.

13. Click Next. The final Payment/Adjustment Entry window of the Payment Wizard is displayed.

14. From the Next Action list, select the next action:

• If the charge balance is patient's responsibility,If the charge balance is patient's responsibility,select No action.

• If the charge balance is zero,If the charge balance is zero,select No action.

• If the payment is from the patient,If the payment is from the patient,select No action.

• If the payment is from insurance, and additional coverage exists,If the payment is from insurance, and additional coverage exists,select Bill Next Policy.

• If the payment is from insurance, and no additional coverage exists,If the payment is from insurance, and no additional coverage exists,select Transfer Balance to Patient.

15. From the Billing Category drop-down list, select the appropriate billing category.

16. Select the appropriate checkbox to change the billing indicator, if applicable.

17. Click Finish. The payment information is saved, and the Exit Options window is displayed.

18. Select one of the following options:

• Open PaymentsOpen PaymentsCloses the Payment Wizard and returns to the Open Payments window.

• Check Out WindowCheck Out WindowCloses the Payment Wizard to check out the patient.

• ExitExitCloses the Payment Wizard.

Related Topics

Setting Up Payment/Adjustment Codes

WinOMS ePayments Service