Payment Entry - Transaction Detail Entry By Detail
Use the Payment Entry - Transaction Detail Entry By Detail Area to enter the details of the transactions for payments, refunds, adjustments and transfers to the account. Most payments can be entered using the By Detail Method. The table following the window example describes the Transaction Detail Entry By Detail Area in the Work Window.
Also called: Manual Method or Method 1
For additional information, click More.
Directions:
To display the Transaction Detail Area for the By Detail method in the Work Window:
Basic Method:
Open Payment Entry:
Enter the Patient Account Number.
Press [ENTER].
Click Payment Entry in the Menu Tree.
If applicable, review the Batch Entry Window, and click By Detail (Manual Method) in the drop-down area of the Cash Application field.
Note: The Batch Entry Window automatically displays only the first time you open Payment Entry for the day. However, you can reopen it manually from the Work Window, if needed.
Click OK .
Advanced Methods: To see additional methods for opening the Work Window, click More
Payment Entry Transaction Detail Area (with Ticket List) Example:
Payment Entry Transaction Detail Area (with Ticket Detail) Example:
Payment Entry Transaction Detail Area - Transfer Window Example:
Payment Entry - Transaction Detail Entry by Detail Area Prompts Tip: To see more information about a field, click the hyperlink for the field name. |
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Selection Section Note: Before clicking Add New Transactions to enter the data for an individual payment transaction, you must select a ticket in the Ticket List Section. |
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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) Tips:
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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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Displays for your reference the Approved Amount that the insurer is willing to pay for the procedure, if applicable. (7.2 numeric) Note: The Approved Amount displays only when you display the Ticket Detail Section (see below for description). |
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To move focus to the Transaction Entry Section so you can enter payment data:
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Note: You must select a ticket before entering data in this section. Tip: When you move focus to the Transaction Entry Section, the Ticket Detail Section replaces the Ticket List Section. |
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Entry Options:
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 Section. 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 Section. 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, refund, adjustment or transfer transaction. (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 End Payments. Keyboard shortcut: [ALT + e] For directions on Committing payments, see the Payment Entry - Commit Payments Area. |
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Ticket List Section Tip: If you do not find the open charges in the Ticket List Section that you think should be there, click the Batch button and check your batch parameters. Verify your selections and make sure you haven’t selected a specific date range, group or insurance that limits the display. |
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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 Section Note: To select the ticket and display the detail, double-click the line containing the ticket you want to pay, or click Add New Transactions in the Selection Section. Tips: To return to the Ticket List, click End Payments. Unapplied Credits appear highlighted. The 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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Transfer Window Note: The Transfer Window appears when you enter T in the Transaction Code. Tip: To transfer from insurance to a patient, use Method 3. See the procedure for Entering a Transfer from Insurance to Patient. |
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Transfer From |
Defaults to the Insurance Code for the ticket that you selected. You can change the Insurance Code, if applicable. (up to 5 characters) |
To |
Enter the Insurance Code that you want to transfer to. |
To enter the transfer, click OK or press [ENTER]. Keyboard shortcut: [ALT + o] |
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To close the Transfer Window without performing the transfer transaction, click Cancel. |