Payment preferences

You can set up the preferences for posting payments.

To set up the preferences

1.   From the Utilities menu, click Preferences.

The Preferences dialog box appears.

2.   On the Operation tab, under Payments, set up any of the following options:

·        Track detail on bulk insurance payments - Select this check box if you want to track the amount of payments made to each patient after posting multiple insurance payments from the same carrier, using the same check number and posting date. You can print a report with the patient, amount posted, and the total amount of the check.

·        Track detail on bulk EFT payments - Select this check box if you want to track the amount of payments made to each patient after posting multiple electronic funds transfers (EFTs) from the same carrier, using the same reference number and posting date. You can print a report with the patient, amount posted, and the total amount of the EFT.

·        Default payments to registered provider - Select this check box if you want a patient's registered provider to be the default provider when posting payments.

·        Default Payor to a blank (force user to choose) - Select this check box if you want to be required to select a payor every time you post payments, instead of having the Payor list default to Patient/Guardian.

·        Require check number for payments made by check - Select this check box if you want to be required to enter a check number when posting a payment made with a check.

·        Require Ref# for payments made by EFT - Select this check box if you want to require a reference number for all payments made using electronic funds transfers (EFTs) .

·        Medicaid - Select this check box if you want the portion of an insurance balance that does not get paid by the insurance company to be written off automatically.

·        Log payments at time of service on separate ledger line - Select this check box if you want a Ledger note to be created automatically on a separate line in the Ledger when posting a payment on the same date as the corresponding treatment is posted.

·        Insurance Overpayments (Managed Care / PPOs) - Select how you want to apply an overpayment made by a managed care or PPO insurance carrier: Apply to Patient Balance or Adjust Billed Amount.

·        Default Credit Card and ACH Payments to ePayments - Select this check box if you want credit card and ACH payments to be e-payments by default; be aware that you can clear the e-payment check box on the Payment dialog box at the time of posting.

·        Use EOB view for insurance payments - Select this check box if you want the Payment dialog box to default to the EOB view when posting an insurance payment.

·        Automatically transfer denial amount to patient - Select this check box if you want the full amount of what the insurance company does not pay on the insurance portion of a charge to be transferred automatically to the patient balance. Clear this check box if you want to enter the amount to transfer from the insurance to patient balance manually every time. This check box is available only if the Use EOB view for insurance payments check box is selected.

During the posting of a denial, the field with the amount to be transferred to the patient balance is unavailable if the Automatically transfer denial amount to patient check box is selected. Conversely, you can edit the field with the amount to be transferred to the patient balance if the Automatically transfer denial amount to patient check box is cleared.

·        Allow Manual Entry of Family Payments - Select this check box to allow manual allocations of a family payment across family members' balances instead of only using the First In First Out (FIFO) method.

·        Family Line Item Posting - To be able to itemize a payment by the transactions for the members of a patient's family, select this check box. If you use this feature, a single receipt accommodates multiple family members. With this check box clear, you can post itemized payments to only one patient at a time.

·        Return to Ledger after each payment - Select this check box if you want the software to return to the Ledger after posting a payment; clear this check box if you want the software to return to the patient search to select the next patient.

·        Show overpayment on Ledger transaction - When selected, a new legend item is added to the bottom of the Ledger tab in the Patient Information Center. If a transaction has been paid over the billed amount, it shows as orange until an adjustment is made. For example, if the charge is $100.00, and the patient pays a $50.00 co-pay, but insurance then pays $75, a $25.00 credit is due, and the Code column apears in orange.

3.   Click Ok.

 

Need more help?

You can visit our website, contact OMSVision Customer Support, or suggest a new feature or improvement on User Voice.