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Patient Collections window – Details level

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Path: Transactions>General > Collections/Patient 

On the Details level of the Collections/Patient window, you can view and edit line items for the claims selected on the Claims level.

This section displays such information as

  • date of service provided
  • revenue code
  • HCPCS code
  • CPT code
  • visit description
  • number of units
  • standard, gross, and net amounts
  • Spend Down
  • prior payments
  • paid and adjusted amount
  • total balance
  • DCN for the New York Medicaid agencies

To see and use this tab, the Post to Line Items option must be selected in the Insurance Codes>General tab for the appropriate insurance. For more information, see Collections - Line Item posting.

On the Details level, you can make payments and adjustments to the selected line items the same way as to the whole claim using the Payments and Adjustments sections.

  • You cannot enter payments and adjustments at both claim and detail levels.
  • If you try to enter payments or adjustments at both levels, you receive a message prompting you to correct your entry since payments and adjustments can only be posted on either the Claims or Details levels.
  • Using this level, you can also consolidate and distribute payments and adjustments, as well as set up grouping and sorting rules for claim details.
  • Consolidating and distributing does not affect denial adjustments.
  • You can also view denial adjustment amounts for each detail line of a claim.

In this level, you can perform actions common for the patient and remittance collections (for more information, see Collections - Details level).