Post an Insurance Payment to a Chargeslip

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Overview

Troubleshoot how to determine where to locate the chargeslip for a manual insurance payment.

Details

Problem: The chargeslip expected to be seen was not present after completing the Payment Information and validating the selected client, even after clicking the Refresh button.

Solution: Use the chart below to aid in troubleshooting the possible solutions.

Possible Cause	Possible Solutions
If the chargeslip's balance is equal to or less than zero, it will not appear in a payment batch if the Zero Bal/Adj. check box, under the Client name, is not checked.	Assuming the payment transaction should still be posted to the chargeslip, select the Zero Bal/Adj. check box and click the Refresh button.
In order for a chargeslip to appear in the Insurance Payment, it must have previously been included in a Batch Billing for the same payor plan.	If the chargeslip was not previously included in a Batch Billing process, consider taking this action: Include the charge(s) in a new or re-bill waterfall Batch as appropriate. Then, you can process the payments using the insurance payment.
The incorrect payor or payor plan on the Payment Information tab was selected.	Verify the Payor information on the chargeslip. Return to the Payment Information section and correct the payor and/or payor plan. Return to the Allocate Payments section and click the Refresh button again.

Possible Cause

Possible Solutions

If the chargeslip's balance is equal to or less than zero, it will not appear in a payment batch if the Zero Bal/Adj. check box, under the Client name, is not checked.

Assuming the payment transaction should still be posted to the chargeslip, select the Zero Bal/Adj. check box and click the Refresh button.

In order for a chargeslip to appear in the Insurance Payment, it must have previously been included in a Batch Billing for the same payor plan.

If the chargeslip was not previously included in a Batch Billing process, consider taking this action:

Include the charge(s) in a new or re-bill waterfall Batch as appropriate. Then,
you can process the payments using the insurance payment.

The incorrect payor or payor plan on the
Payment Information tab was selected.

Verify the Payor information on the chargeslip. Return to the Payment Information section and correct the payor and/or payor plan. Return to the Allocate Payments section and click the Refresh button again.

Note: Refer to your agency’s Billing Setup process as needed. If, after following these troubleshooting steps, the problem still occurs, please contact your TIER System Administrator(s) so they can contact NetsmartCares Support if necessary.