Claims Payment Posted widget
The Claims Payment Posted widget displays all remittance batches posted on current date to allow posters to balance the amount with the paper remittance. The widget will sum all the claims payments associated with the check number and guarantor, so the poster can compare the amount posted with the actual check amount. If the amounts do not match, this will alert the payment poster to review the information and correct the issue.
The widget's drop-down allows users to select filter options. Filter options are: Check Number and Posted by: An entry field is required to allow you to enter a value associated with the filter option selected.
The following fields should be displayed in the widget:
- Guarantor
- Check Number
- Posting Date
- Receipt Date
- Posted By
- Amount Posted
The items in the list should be listed by Receipt Date.
Note: The widget will only include payments for paper remittance and will exclude 835 and deposits from the list.
Widget SQL Statement
This widget contains a filter which cannot be replicated by creating a new widget. However, we are including the SQL for those who want to create a customized Claims Posted Widget without filtering capabilities.
SELECT %NOLOCK billing_pay_adj_history.GUARANTOR_ID, billing_pay_adj_history.check_number, billing_pay_adj_history.date_of_payment,billing_pay_adj_history.date_of_receipt, billing_pay_adj_history.data_entry_user_id, billing_pay_adj_history.data_entry_user_name, SUM(billing_pay_adj_history.payment_amount) As Payment FROM SYSTEM.billing_pay_adj_history billing_pay_adj_history INNER JOIN SYSTEM.billing_posting_codes billing_posting_codes ON (billing_posting_codes.posting_code = billing_pay_adj_history.payment_type_code AND billing_posting_codes.FACILITY = billing_pay_adj_history.FACILITY) WHERE billing_pay_adj_history.FACILITY=? AND NOT(billing_pay_adj_history.check_number IS NULL) AND billing_posting_codes.posting_type_code = 'PAY' AND NOT(billing_pay_adj_history.option_id = 'BILLING207' OR billing_pay_adj_history.option_id = 'BILLING39') AND billing_pay_adj_history.data_entry_date = CONVERT(DATE,GETDATE(),1) GROUP BY billing_pay_adj_history.GUARANTOR_ID, billing_pay_adj_history.check_number, billing_pay_adj_history.date_of_payment, billing_pay_adj_history.date_of_receipt, billing_pay_adj_history.data_entry_user_id ORDER BY billing_pay_adj_history.date_of_receipt