Payment Entry - Transaction Detail Entry By Ticket
Use the Transaction Detail Entry By Ticket area of Payment Entry to apply payments to a specific ticket or to multiple tickets. Use this method for automatic transfers and adjustments by percentage. The table following the window example describes the Transaction Detail Entry By Ticket Area for Payment Entry.
Also called: Method 3, Auto Transfer and Adjustments by Percentage (%) Method
For additional information, click More.
Directions:
To display the Transaction Detail Area for By Ticket 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 Ticket (Auto Transfers & Adjustments by %) 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 Entry by Ticket Area Prompts Tip: To see more information about a field, click the hyperlink for the field name. |
|
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. |
|
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. |
|
|
Enter a Payment Reference for the payment transactions, if applicable. (up to 15 characters) Tip: The Payment Entry Clear Reference Option specified during Batch Entry determines if this value is cleared when you commit payments. |
- OR - Click Line |
To select the ticket you want to pay:
Tips:
|
To reposition your selection:
|
|
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 (described below). |
|
To move focus to the Transaction Entry Section so you can enter payment data:
|
|
Transaction Entry Section 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. |
|
Displays the Insurance Code assigned to the charge. Press [TAB] to accept or if another source provides the payment enter the Insurance Code. (up to 5 characters) Tips:
|
|
To accept the default Payment Code assigned to this charge and insurance, press [TAB]. Or, enter the Transaction Code that corresponds to the type of payment or descriptive transaction you are entering. (up to 6 characters) Tips:
|
|
Descriptive Code |
Enter a Transaction Code with a Descriptive Transaction Type, if applicable. Descriptive transactions do not affect the ticket balance and can be used for reporting purposes. (up to 6 characters) Tips:
|
Ticket Balance |
Displays the ticket balance for your reference. |
Displays for your reference the Procedure's allowed payment amount for the Form Type you are billing. Press [TAB] to accept or enter another Allowed Amount. (7.2 numeric) Tip: The allowed amount usually is the amount on the Explanation of Benefits (EOB) form from the insurance company. Notes:
|
|
Displays the calculated Total Allowed Amount for your reference. |
|
Enter the patient's deductible amount, if applicable. (6.2 numeric) |
|
Displays the calculated value for the amount of the payment transaction. Press [TAB] to accept or enter another payment amount. (7.2 numeric) Notes:
|
|
Displays the calculated value for any contractual adjustment, if applicable. Press [TAB] to accept or enter another adjustment amount. (7.2 numeric) |
|
To complete entering and to commit the payment transactions for this ticket after all associated detail lines have been entered, click OK or press [ENTER]. Keyboard shortcut: [ALT + o] Note: For directions on committing payments, see the Payment Entry - Commit Payments Area. |
|
To cancel all the associated payment transactions for this ticket, click Cancel Payments. Keyboard shortcut: [ALT + c] |
|
Adjustments and Transfers Section Notes: Use the fields below to enter a non-contractual adjustment, such as a write-off or discount, or you can enter a transfer transaction to transfer the balance to another source. The usual sequence of payment transactions consists of payments, descriptive transactions, adjustments or transfers. If you need to enter both a non-contractual adjustment and a transfer, use the By Detail Cash Application method instead. |
|
Transfer/Adjustment |
To transfer the remaining balance to another insurance or to the patient, click Transfer in the drop-down list. Or, to enter a non-contractual adjustment if applicable, click Adjust in the drop-down list. Note: A non-contractual adjustment is a separate field and function from the contractual adjustment. |
Displays the remaining balance to adjust off or transfer to another insurance, if applicable. (7.2 numeric) |
|
To adjust off the remaining balance enter the appropriate adjustment Transaction Code. (up to 5 characters) Note: This field only pertains to non-contractual Adjustments. |
|
To Insurance |
Displays the default value for private insurance, if applicable. To transfer the remaining balance to the patient, press [TAB] to accept. Or, to transfer the remaining balance to another insurer, enter the Insurance Code. (up to 5 characters) Note: To Insurance only pertains to transfer transactions. |
Ticket List Section Note: If you do not find the open charges in the Ticket List Section that you think there should be, click the Batch button and check your batch parameters. Make sure you haven’t selected a specific date range, group or insurance that limits the display. Verify your selections. |
|
Line for Each Ticket |
For each ticket associated with a charge the fields listed below display:
|
Ticket Display Functions |
Functions:
|
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 Cancel Payments. Unapplied Credits appear highlighted. The Ticket Number = 99 + Patient Account Number. |
|
Ticket Detail Line 1 |
For each ticket the fields listed below display.
|
Ticket Detail Line 2 |
For each ticket the fields listed below display.
|
Ticket Detail Line 3+ |
For each previous payment applied to the ticket the fields listed below display (in a separate line for each payment).
|