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Individual Cash Posting - PM

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Post payments, adjustments, and transfers to line items for a client account. Line items are individual services rendered to the client.

Prerequisites:

  • Payments, adjustments, or transfers are applied to a client’s payor liability.
  • Posting dates must be in an open accounting period.
  1. Go to: myAvatar PM > Billing > Remittance Processing > Individual Cash Posting
  2. In the Client field, enter the client name, and select.
  3. In the Post By field, select how you want to select the services for posting.
    Note: This affects how information will display in the Select Items to Post Against screen.
  4. Click Select Item(s) To Post Against to display the Select Items to Post Against screen.
  5. In the Posting Date field, enter posting date.
  6. In the Date of Receipt field, enter the payment received date.
  7. In the Guarantor field, select the guarantor.
  8. In the Dollar Amount To Be Posted field, enter the posting amount.
  9. The Guarantor Balance For Service(s) field displays the payor liability for rows selected in the Select Items to Post Against screen.
  10. In the Select Distribution field, choose how liability will be distributed when multiple line items are selected (Select Items to Post Against screen):
    • Select % of Liability to distribute liability based on a percentage (Distribution % or Max $ Amount field).
    • For example, if 50% is entered in the Distribution % field, payment reduces each charge by 50 percent.
    • Payment starts from the oldest service to the newest, until payment is finished, or the last service has received payment.
    • Select $ Max Per Service to distribute liability based on a dollar amount (Distribution % or Max $ Amount field).

  11. In the Distribution % or Max $ Amount field, enter the percentage, or dollar amount for liability distribution.

  12. In the Posting Code field, enter the posting code, and select. 
    Result: A receipt will be generated if the posting code has Generate Receipt selected (Posting/Adjustment Codes Definition form).

    Note: The receipt number and check number cannot be changed once this form is filed.

  13. In the Receipt field, enter the receipt number.
  14. In the Check # field, enter the check number.
  15. In the Guarantor To Transfer To field, select the guarantor. 
    Note: This field contains remaining guarantors for the client and is enabled when a transfer posting code is selected (Posting Code field).

For payments that have remaining liabilities:

  1. In the Action For Remaining Balance If Applicable:

    • Select None to keep remaining liability with the payor.
    • Select Write-off to reduce liability without a payment, using the code in the Write Off Posting Code field.
    • Select Transfer to move liability from one payor to another. Liability changes for payors involved in the transaction.
  2. In the Write Off Posting Code field, select the code. Write-off codes control how a remaining balance is adjusted off the account.
  3. In the Transfer Posting Code field, select the code. Transfer codes control how a remaining balance is moved from one guarantor to another.
  4. In the Guarantor To Transfer Remaining Balance To field, select the guarantor. This list contains all guarantors assigned to the client that were not selected in the Guarantor field.
  5. Click Update Temporary File to update the information selected in Select Items to Post Against screen. A message displays the amount to be posted, and posting instructions.
    Important: Update Select Items to Post Against screen before submitting this form. 
  6. Click Clear to clear information entered in this form. Clicking Clear removes selections made in the Select Items to Post Against screen.
    Important: Review changes before filing the form.

  7. When finished, click Submit.

► Registry Settings
  • Close Charges by Financial Class
  • Display Claim From And Through Dates In Claim Selection Drop Down
  • Display Re-Billed Claims For Selection
  • Include Delay Reason Code
  • Include 'Program Of Service' In Cash Posting
  • Include Posting Comments
  • Subtract Posted Adjustments From The Dollars Used Against The Authorization
► SQL Table
  • SYSTEM.billing_tx_charge_detail