In the Billing portal, there is a category for Payment Posting. Within that category is found the Posting screen. Users will use the this screen to Resolve Posting Errors as well as Search for specific payment information related to claims or deposits.
The Posting screen is designed to show outstanding errors that need to be resolved from automated claim processing. This screen by default will show deposit claims that the system failed to process due to claim or procedure errors. The filters can be changed if desired to find any payment posted from a deposit. Each line is a Posting, or Deposit Claim -- an instance of a claim being attached to a deposit and posted. Double clicking any line will open the Deposit Claim Details screen for the deposit claim.
Fields
- Deposit ID: The unique id of the deposit.
- Deposit Date: The date the deposit was received into the system.
- Model: The model of deposit. (Standard, Converted, Legacy)
- Payer Name: The payer associated with the deposit.
- Type: The type of the deposit. (EOB, ERA, Import, Statement)
- Claim ID: The unique identifier for the claim in the application.
- Remit Status: Auto-populated if an ERA, this remit status will need to be manually selected if an EOB. This will help the rules engine know how to process the posting.
- Claim Posted: If the deposit claim has been posted.
- Paid: The total paid amount for the deposit claim.
- Allowed: The total allowed amount for the deposit claim.
- Deductible: The total deductible amount for the deposit claim.
- CoPay: The total copay amount for the deposit claim.
- Adjustments: The total adjustment amount for the deposit claim.
- Information: The total amount of informational adjustments for the deposit claim.
- Rendering: The rendering provider for the deposit claim.
- Any Error: If any error exists for the deposit claim.
Advanced search fields
- Commonly Used
- Deposit ID: Unique ID assigned to each deposit created
- Deposit Date: Deposit start and end date range
- Check/Trace ID: Check number/trace ID for the deposit
- Model: The financial model of the deposit, with the following potential values:
- Legacy: Indicates a deposit created before the new process, which must be opened from the legacy Payments screen.
- Converted: Indicates an EOB that had already been created but not posted during the payment posting release--thus, it was converted to the new model, but required some manual intervention to post adjustments.
- Standard: Indicates a standard Deposit, created since the new payment posting process was released.
- Claim Payer
- System ID: Unique ID assigned to a payer in the application
- Payer Name: Name of the payer linked to the deposit
- ERA Payer: Name of the payer as displayed on the ERA (may be different than the payer linked to the deposit)
- Primary ID: The ID used to identify the payer with the Clearinghouse.
- Financial Class: The financial class assigned to the payer that is connected to the deposit
- Claim Patient
- Chart: The chart number of the patient.
- Patient First: The first name of the patient.
- Patient Last: The last name of the patient.
- Patient Birth: The start date and end date for the range of the patient’s Date of Birth.
- Old ID: The Old ID #1 field from a patient’s demographics.
- User Defined: The user-defined field on a patient’s demographics.
- ERA Patient: The patient name as it was returned from the payer on the ERA (not applicable for manual EOB's).
- Claim Guarantor
- Guarantor First: The first name of the guarantor on the claim.
- Guarantor Last: The last name of the guarantor on the claim.
- Deposit
- Status: The current status of the deposit. Options include New, Ignore, Sent to Posting.
- New: Newly received deposits that have been received. Payments have not yet been posted.
- Ignore (shown in gray): Deposits that will not be sent to posting because they are not needed.
- Sent to Posting (shown in green): Deposits that have had 1 or more of the payments posted to patient accounts.
- Posted: This shows the disbursement status of the deposit, with the following potential values:
- Disbursed: Every deposit claim on the deposit has been successfully posted.
- NOT Disbursed: At least one deposit claim has not yet been disbursed from the deposit.
- Disbursed with Credits: This deposit claim was disbursed, but created credits on at least one deposit claim.
- Deposit is currently being Disbursed: This deposit is in the process of being disbursed.
- Type: This represents the type assigned to the deposit. Options include: ERA, EOB, Import, and Statement.
- Owner: This represents the user assigned to the deposit.
- Payment Method: The payment method assigned to the deposit
- Payment Type: The payment method assigned to the deposit
- Status: The current status of the deposit. Options include New, Ignore, Sent to Posting.
- Deposit Claim
- Claim ID: The unique ID assigned to a claim when it is created.
- Claim Xref: The unique claim number from the Payer for cross-referencing purposes.
- Comment: This searches the latest billing comment on the claim.
- Remit Status: The standard Remit Status assigned to the posting.
- Billing Type: The current billing type of the claim, whether electronic or paper.
- Claim Status: The current status of the claim.
- Claim Substatus: The current sub-status of the claim, typically used to manage statement and collection processes.
- Claim Level: The level of the claim (primary, secondary, tertiary, statement, or completed).
- User: The current user assigned to the claim.
- Claim Amounts
- Paid: Searches based on an upper and lower bound for the sum of all lines’ paid amounts on the posting.
- Allowed: Searches based on an upper and lower bound for the sum of all lines’ allowed amounts on the posting.
- Deductible: Searches based on an upper and lower bound for the sum of all lines’ deductibles on the posting.
- CoIns: Searches based on an upper and lower bound for the sum of all coinsurance entered as due on the posted claim.
- CoPay: Searches based on an upper and lower bound for the copay of the posted claim.
- Adjustments: Searches based on an upper and lower bound for the sum of all lines’ adjustments on the posting.
- Information: Searches based on an upper and lower bound for the sum of all information-only adjustments on the posting.
- Unresolved Errors
- Any Error: Deposits may contain many types of errors. If any errors exist at all, this search option will find those deposits. This is the default search used when the deposit window is opened.
- Claim Errors: If an error exists at the claim level, this search will be used to find deposits with these types of errors only.
- Procedure Errors: If an error exists at the procedure line level, this search will be used to find deposits with these types of errors only.
Buttons at the top of screen
- New
- This option is disabled. Data is added to this screen when items are Sent to Posting from the Deposits Screen.
- This option is disabled. Data is added to this screen when items are Sent to Posting from the Deposits Screen.
- Open: This button will open the Deposit Claim Details screen for the selected deposit.
- More > Change Display Settings: This button will allow the user to update the displayed fields on the Deposits screen as well as set the default number of records to display.
