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Distribute prior payments

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Path: Transactions>General > Collections/Patient 
Path: Transactions>General > Collections/Remittance 

Using the Distribute Prior Payments dialog, accessed from the Claims level of the Collections/Patient and Collections/Remittance windows in Transactions>General, you can distribute a prepayment amount to the claim line items.

This option is not available if claims with prior payments were already distributed during their generation.

 

  1. On the Claims level, select the appropriate claim.
  2. Click the Details button.
  3. Go to the Distribute tab and then click Prior Payment.
  4. Enter the prepayment amount to distribute.
  5. Select the Ignore existing Payments & Adjustments check box to apply prepayment and ignore payments and adjustments previously applied to the service. If this check box is clear, the distribution of a prepayment may cause money refunds if payment or adjustment is applied.
  6. Enter the amount from the total prepayment to distribute to each of the selected line item in the Amount Limit per Line Item field.
  7. Select the Use check box next to each line item to which you want to distribute the prepayment amount.
  8. You can change the distributed prepayment amount manually by entering the needed value in the Prior Payment column for each line item.
  9. Click OK.
  10. Save your changes.