Charge Entry - Quick Payment Entry Window
Use the Quick Payment Entry Window to enter a payment for a patient at the time that you enter charges. This alternative to Payment Entry is a speedy method for collecting co-pays and other payments received from the patient at the time of service. The table following the window example describes the Quick Payment Entry Window for Charge Entry.
Directions:
To display the Quick Payment Entry Window.
Enter the charges normally.
At the Charge Entry - Transaction Detail Area, click End Charges to finish entry of the charges.
At the Charge Entry - Commit Charges Area, select Yes in the drop-down list of the Apply Payment field.
Click Commit to commit the charges.
If this is the first time you are entering payments for the day, you will see the Payment Entry - Batch Entry Window. Fill it in and click OK .
Enter the data in the Quick Payment Entry Window according to the table below.
Note: If you committed multiple charges, the Ticket List Area displays and you must select a ticket before entering a payment transaction. However, if you only entered one charge, INSight automatically selects the ticket for you and you can immediately enter the payment transaction.
Charge Entry - Quick Payment Entry Window (With Ticket List) Example:
Tip: You must select a ticket in the Ticket List to enter a payment transaction.
Charge Entry - Quick Payment Entry Window (With Ticket Detail) Example:
Tip: After you select a ticket for payment, the ticket detail displays in place of the Ticket List.
Charge Entry - Quick Payment Entry Window Prompts Tip: To see more information about a field, click the hyperlink for the field name. |
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Patient Guarantor Area |
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Displays the patient's Account Number. Note: The patient's first and last name display for your reference. |
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To enter a payment transaction, select the ticket in the Ticket List Area and click Add New Payments, or press [ENTER]. Focus moves to the Transaction Entry Area. Keyboard shortcut: [ALT + n] Tips:
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To cancel entry of a payment transaction and display the Ticket List, click Cancel Payments. Keyboard shortcut: [ALT + c] Tip: This button displays only when the Ticket Detail is displayed. |
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Displays the patient's guarantor Account Number. Notes: |
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Displays the insurance codes currently assigned to the patient's account. (up to 5 characters) Note: While the patient may have up to six insurances assigned to their account, insurances 4, 5 and 6 are informational only. They are not used during the billing process. Generally, insurances 4, 5 and 6 are reserved for insurances that had insured the patient, but are no longer active (for example, maintain expired insurances here). To bill a charge to an insurance in insurance 4, 5 or 6, first move the insurance to insurance 1, 2 or 3 at the Patient Entry - Assigned Insurances Area. |
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Displays the patient's Budget Type Code, if the patient is on a budget payment plan. (1 character) |
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Displays the amount the patient is expected to pay each budget period, if they are on a budget payment plan. (7.2 numeric) |
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Displays the date the last payment was applied to the patient's account. (mmddccyy - slashes and century optional) |
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Displays the patient remarks line 1 and line 2 for your reference. (up to 20 characters) Note: You can edit Remarks 1 and 2 at this time. |
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Patient Balances Area Note: The patient balances are display-only during Quick Payment Entry. |
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Displays the balance which is the patient's responsibility. (7.2 numeric) |
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Displays the patient's current Insurance Balance, which is the responsibility of the insurance carriers. (7.2 numeric) |
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Displays the patient's current Other Balance, if applicable. (7.2 numeric) |
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Total |
Displays the account's Total Balance. The Total is an accumulation of the patient's Private, Insurance and Other balances. (7.2 numeric) |
Selection Area Note: Before clicking Add New Payments to enter an individual payment transaction, you must select a ticket in the Ticket List Area. Tip: If there was only one committed charge, INSight automatically selects the ticket for you. |
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To accept the system date displayed, press [TAB]. Or, enter the appropriate payment date for this group of payments. (mmddccyy - slashes and century optional) Tip: The Payment Date can be edited on an individual payment basis. |
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Enter a Payment Reference for the payment transactions, if applicable. (up to 15 characters) |
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- OR - Click Line |
To select the ticket you want to pay:
Tips:
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To reposition your selection:
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Transaction Entry Area Note: You must select a ticket before entering data in this area. Tip: When focus moves to the Transaction Entry Area, the Ticket Detail Area replaces the Ticket List Area. |
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Enter the defined Transaction Code that corresponds to the type of payment, adjustment, refund or descriptive transaction you are entering. (up to 6 characters) Note: To search for the appropriate Transaction Code, click Search . |
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The Transaction Type displays for your reference. |
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The Transaction Description displays for your reference. |
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Displays the default Reference if entered in the Selection Area. Press [TAB] to accept or enter the appropriate Reference for this payment transaction. (up to 15 characters) |
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Displays the default Payment Date from the Selection Area. Press [TAB] to accept the default value for the Payment Date displayed. Or, enter the appropriate Payment Date. (mmddccyy - slashes and century optional) |
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Enter the amount of the payment. (7.2 numeric) Notes:
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Ticket Balance |
The balance amount for the ticket displays for your reference. |
To complete the transaction detail line, click Add Line or press [ENTER]. Keyboard shortcut: [ALT + a] Note: You can add additional lines and you can edit the Reference and Payment Date for the sequential lines as necessary. |
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To commit the payments for this ticket after all associated detail lines have been entered, click Commit. Keyboard shortcut: [ALT + o] For more information about committing payments, see the Payment Entry - Commit Payments Area. |
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Ticket List Area |
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Line for each Ticket |
For each ticket associated with a charge, the fields listed below display:
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Ticket Display Functions |
Functions:
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Ticket Detail Area Note: To select the ticket and display the detail, double-click the line containing the ticket you want to pay, or click Add New Payments in the Selection Area. Tips: If there was only one committed charge, INSight automatically displays the Ticket Detail for you. To return to the Ticket List, click Cancel Payments. Unapplied Credits appear highlighted. The Unapplied Credits Ticket Number = 99 + Patient Account Number. |
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Ticket Detail Line 1 |
For each ticket the fields listed below display.
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Ticket Detail Line 2 |
For each ticket the fields listed below display.
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Ticket Detail Line 3+ |
For each previous payment applied to the ticket, the fields listed below display (on a separate line for each payment).
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