Receipt Details Screen

The Receipt Details screen can be accessed by double clicking on a receipt from the Receipts screen.  This screen can be used to review, edit, and reconcile receipts.

Fields

Receipt Details

• Patient: The patient that is associated with the receipt.  If the patient is not known, the patient name will say Patient Not Known.  Clicking the link will open the patient in the patient setup screen.
• Status: The status the receipt is currently in. The possible receipt statues are:
  • New: The receipt has been newly created and has not been processed by the Receipt Disbursement Logic.
  • Hold: The receipt is in a hold state and will be processed at night through the Receipt Disbursement Logic.
  • Completed: The entire receipt balance was applied and no remaining balance for the receipt exists.
  • Error: The system was unable to automatically associate the receipt balance to a claim and the receipt must be reconciled manually.
  • Reversed: This status is set after the Reverse Receipt process has been executed.
  • Ignore: This status is used to exclude receipts from being processed by the Receipt Disbursement Logic.
• Received: The date and time that the receipt was posted in the system.
• Type: The payment type associated with the receipt.
• Amount: The total amount of the receipt. Clicking the link will open the Patient Transaction History screen.
• Check #: The check number associated with the receipt.
• Location: The location associated with the receipt.
  
• Messages: System generated messaged to provide guidance on what happened with the receipt during the Receipt Disbursement Logic.
• Paid By: The payer associated with the receipt. Clicking the link will open the patient in the Patient Setup screen.
  
• Receipt #: The unique ID automatically assigned to a receipt when it is created. Clicking the link will open the Quick Pay window.
  
• Hold: The hold date and remaining number of days that the receipt is on hold for.
• Method: The payment method associated with the receipt.
• Unapplied: The remaining balance for the receipt that has not yet been applied to the patient’s balance.
• Source: The origin of the receipt:
  • Normal: The receipt was generated from the Quick Pay window.
  • MML: The payment was generated via credit card in MyMedicalLocker.
  • OfficeEMR: The payment was generated via credit card in the application.
  • Intake: The payment was generated via credit card in Intelligent Intake.

Past and Future Appointments

This section allows a user to see both past and future appointments for the patient.  By default, iSalus will show the last 3 appointments and the next 3 appointments for the patient based on today’s date.   This date range can be controlled by clicking the Set Date Range button under the Receipt Actions.

• Receipt/Appointment Link: A Link icon will display next to the appointment that the receipt you are viewing is linked to.  
• Date: The date and time of the past/future appointment.
• Resource: The resource associated with the past/future appointment.
• Location: The location associated with the past/future appointment.
  
• Past Appointment Actions:
  • Create Claim: Clicking this will open the create claim screen.
  • View Claim: This option is only visible when this link has occurred.  Clicking this will open the claim for that appointment.
• Future Appointment Actions: 
  • Hold Receipt: Clicking this link will open the window that will set the hold date for the receipt to be the same as the future appointment. 

Procedures Linked to Receipt

This section is used to display the exact relation between the original receipt and the claim procedure lines that the receipt has been applied to.  You can use this section to launch the payment window to modify how the receipt was associated.

• Claim: The claim id of the procedure line the receipt was applied to.
• DOS: The date of service of the procedure line the receipt was applied to.
• Code: The code of the procedure line the receipt was applied to.
• Charge: The charge of the procedure line the receipt was applied to.
• Payment: The amount of the payment that was applied to the procedure line.
• Balance: The balance of the procedure line the receipt was applied to.
• Provider: The provider of the procedure line the receipt was applied to.
• Location: The location of the procedure line the receipt was applied to.
• Actions:
  • View Payments: Clicking will open the Payment Entry screen displaying the applied payments.