Skip to main content

Enter remittance collections

  1. Last updated
  2. Save as PDF

Path: Transactions>General > Collections/Remittance

  1. Go to Transactions>General>Collections/Remittance.
  2. Select the appropriate insurance code and insurance company.
  3. Select the New radio button to enter a new remittance.
  4. Enter the deposit date and reference number in the corresponding fields.
  5. Select the mode for submitting remittance collections: by Patient Code or by Claim ID.
    1. Patient Code
      1. Select the Patient Code radio button to enter collections by patient.
      2. In the PtID field of the Claims grid, enter the appropriate patient number or search for the patient using the Select Patients dialog.
      3. The Collection Items dialog appears with a list of all open collections for the selected patient. 
        You can switch to all collection items for this patient by selecting the All radio button at the bottom.
      4. From the list of patient's collections, select the needed one and click OK.
    2. Claim ID
      1. Select the Claim ID radio button to enter collections by claim number.
      2. In the Claim ID field of the Claims grid, enter the appropriate claim ID number.
      3. Press Enter.
  6. If the claim you select already has payments or adjustments dated prior to this remittance, a dialog box appears asking whether the items are to be reversed as part of this remittance. In the confirmation dialog, select appropriate reversal adjustment code and then click Yes.
  7. The Claims grid fields display values corresponding to the patient or claim you selected.
  8. In the Denial Adjustments section, review, edit existing, or enter new denial adjustments for the selected claim or patient.
  9. In the Payments section, enter the appropriate payments, if necessary. You need to enter the payment amount and type. By default, the payment amount is the patient's entire balance, and the payment type is Standard.
  10. In the Adjustments section, enter any adjustments, if necessary. You need to enter the adjustment amount and code, description is automatically shown when the code is selected. By default, the adjustment amount is the patient's balance due.
  11. Save your changes.