How do I add transactions on electronic billing claims?

Transactions can be added to service lines on open claims with a final status.

There are two ways to add a transaction to a claim:

1. You can select the add transaction button at the top of the claim details screen.
2. Go to the accounting tab in the service lines section of claim details and select Then click add transaction.                                                                                                                                         

From both buttons, you will have the option to apply the transaction to all service lines or to apply transactions to individual service lines for most transaction types.

In the add transaction(s) dialogue, select the type of transaction you would like to add (payment, cancel cash receipt, write-off, debit note, or credit note).

Payment

Payment transactions can be added to accepted, paid, or denied claims to decrease the amount due.

After selecting payment as the type, choose whether you wish to apply a payment to all service lines or individual service lines.

Once you select all service lines, the visit details for all service lines on the claim will appear below.

The payment will be for the total amount owed on the claim. Select a configured payment method and add a comment if necessary.

If you are applying transactions to individual service lines, check the box next to the service lines you wish to apply a transaction to. Then enter a payment amount and comment if necessary.

Make sure to select a payment method before clicking add transaction to post the transaction.

Cancel cash receipt

A cancel cash receipt transaction can be added to service lines on paid or denied claims to decrease the payment amount and increase the amount due.

After selecting cancel cash receipt as the type, choose which service lines you wish to apply the transaction to.

Enter a comment if necessary. Then click add transaction to post the transaction.

Write-off

A write-off transaction can be added to accepted, paid, or denied claims. It will be displayed as an adjustment in the claim details.

After selecting write-off as the type, choose whether you wish to apply the transaction to all service lines or individual service lines.

Once you select all service lines, the visit details for all service lines on the claim will appear below.

To write off the total amount of the claim and apply the transaction to all service lines, select an expense account and add an optional comment before selecting add transaction.

If you are applying the transaction to individual service lines, check the box next to the service lines you wish to write off.

Scroll to enter a write-off amount, select an expense account, and enter a comment if necessary for each service line you are applying a transaction to.

Note that if you select a default expense account it will override the accounts selected at the individual service line level. When you are ready to post the transactions, click add transaction.

Credit notes/debit notes

Credit notes and debit notes can be added to paid and denied claims. A debit note will increase the amount due on the claim, and a credit note will decrease the amount due. Debit and credit notes are displayed as adjustments in the claim details.

After selecting credit note or debit note as the transaction type, choose you wish to apply the transaction to all service lines or individual service lines.

If you are applying the transaction to all service lines, the visit details for all service lines on the claim will appear below.

Enter the credit/debit note amount and a comment if necessary. Note that for credit notes, the amount must be smaller than the smallest remaining balance on one of the service lines on the claim.

To apply a credit or debit note to individual service lines, select which service lines you wish to apply the transaction to.

Enter the credit/debit note amount as well as a comment if necessary for each service line.

When you are ready to post the transactions, select add transaction.