This screen will display claims selected from the Claim Credit Select screen allowing the entry and processing details of the Transfer(s).
Fields
The Transfer Details table, contains the following fields:
Patient: The patient’s account number and name. This can be double-clicked to open the patient summary.
Current Balance: Balance for claims to date
Available Credit: The patient’s total credit balances before the transfer.
Updated Credit: What the patient’s total credit balances will be if the transfer is processed as entered.
Available Balance: The patient’s total credit balances before the transfer.
Updated Balance: What the patient’s total open balances will be if the transfer is processed as entered.
Payment Method: The payment method that will be associated with the transfer. (Default: Transfer)
Payment Type: The payment type that will be associated with the transfer. (Default: Payment Transfer)
Claim ID: The system identification number assigned to the claim. Link to open claim by clicking onto the claim ID
Claim DOS: The date of service for the claim
Level: The level listed on the claim (Primary, Secondary, Tertiary, Statement)
Payer: The Payer listed on the claim also associated with the level.
Charges: Total charges billed out on the claim
Payments: All payments applied to claim
Adjustments: Total of all adjustments made on the claim
Balance: The current credit balance of this claim.
Actions: Amount that will be transferred with a tooltip explaining where the it will go
Claim ID: The system identification number assigned to the claim. Link to open claim by clicking onto the claim ID
Claim DOS: The date of service for the claim.
Level: The level listed on the claim (Primary, Secondary, Tertiary, Statement)
Charges: Total charges billed out on the claim
Payments: All payments applied to claim
Adjustments: Total of all adjustments made on the claim
Balance: The current credit balance of this claim.
Allocate: Amount to be transferred from Available Credit to this claim
Transfer Notes: A note that will be added to the transfers when they are saved.
Save: Saves entries from above
