Load Patient Balances

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Load Patient Balances Window

Path: Transactions>General>Load Patient Balances

When converting from the external application to Netsmart Homecare, you can transfer the accounts receivable balances of all patients from the old application into Netsmart Homecare. With the Load Patient Balances window, you can manually load patient accounts receivable balances for a specific pay source and ageing date. This window helps you to quickly bring forward patient balances from your current software into the Netsmart Homecare application. Balances entered in this window appear in Transactions>General>Collections/Patient with the B – Beginning Balance claim type.

You can apply payments and adjustments to these manually-posted balances just as you do to any claim in the application. You can report on the manually-posted balances using the Load Patient Balances report in Reports>Financial.

Using this window, you can perform the following tasks:

>	Transferring Patient Balances from Old System into Netsmart Homecare

>	Creating Accounts Receivable for MSP PPS Claims

Transferring Patient Balances from Old System into Netsmart Homecare

1.	Go to Transactions>General>Load Patient Balances.

2.	Add a new row.

3.	Enter the patient code for whom you are entering the AR balance.

4.	Select the pay source to which this AR balance applies.

Only pay sources already defined for the selected patient appear in the drop-down list. If only one pay source is defined for a patient, the application automatically completes this field.

5.	Select the ageing date of the AR balance. The ageing date must not exceed the claim generation start date.

For MSP, the ageing date should be the date you submit the claim to your RHHI using the CMS sponsored PC-Ace Pro32 software.

6.	Select the start and end dates of the billing period for the AR balance. For MSP, enter the episode from and through dates.

7.	In the Beginning Balance field, enter the AR balance.

You can enter either positive or negative numbers in this field.

8.	Save your changes.

Creating Accounts Receivable for MSP PPS Claims

The following steps will walk you through the process of creating an AR record for the expected reimbursement amount for the MSP claim. You will then have the ability to enter payments and adjustments received from Medicare.

1.	Go to Transactions>General>Load Patient Balances.

2.	Select the appropriate patient code.

3.	Select MSP in the Pay Source field.

4.	Enter the ageing date.

The ageing date should be the date you enter the claim into the PC-Ace Pro32 software.

5.	Enter the episode from and through dates.

6.	Enter the expected reimbursement amount for the MSP claim as the beginning balance.