This article explains how you can add and manage your cash posting.
In this tab, manual entries, E-Remittance and automatic cash posting will appear.
- Navigate to Payments tab and click on Cash Posting.
Manual deposit entry:
- Click on Add Deposit button.
- From the drop down, select the payor type and the revelant sorting option.
- Enter the deposit date.
- Choose the payment type.
- Enter the check number and the check date.
- Enter the amount.
Please note that the unallocated amount can be edited only by appling the payment.
- Attach any file or add notes if required.
- Once you have added all the details click on Save.
1. Filter - To filter the deposit list, choose any of the filters (Deposit Date Range, Check the Date Range, Payee Type, Payee Name or Check No) and click on View.
2. Apply Payment - This helps in the allocation of payments. Follow the outlined steps:
- Click on Apply Payment.
- Post By: Choose an option from the drop-down menu.
- Selection: According to the post by selection, enter the patient name or claim number or the batch.
- You can edit the Payment, Adjustment, Reason and Status and choose the secondary payer.
- Hint Notes: Click on the plus icon under the Hint Notes column to add a hint.
- Further Actions: Select the claim from the checkbox and click on the drop-down box.
- View Transaction: Click on this to view the relevant transaction.
- Pay as Billed: Click on this if the payment is same as the billed amount.
- Pay as Balance: Click on this if the payment is same as the balance amount.
- Adjust as Billed: Click on this if the adjustment is same as the billed amount.
- Adjust as Balance: Click on this if the adjustment is same as the balance amount.
- Add Hint: Add a hint note to the transaction. Alternatively, you can also add a hint note by clicking on the plus icon under the Hint Notes column
- Update Status: Update the status of the payment.
In case of automatic cash posting or cash posting by E-Remittance file, the amount will be allocated automatically.
3. Edit Deposit - This allows to correct any errors and act as an editing tool.
4. Delete Deposit - This allows you to delete a wrong entry.
5. Deposit Details - This gives concise information/ detail regarding the payor/payee.
6. History - This gives you a brief history of changes or updates that has been made to the deposit.
7. Print Receipt - This allows you to print a receipt for patient payments posted.
Further Options - To edit the transations, follow these steps.
- Select the claims under the Depost List using the checkbox(s)
- Click on the Show Details from the drop-down option.
- Locate the pencil icon in the select column and click on it.
- Make necessary changes.
- Click on Save.