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Quick 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. Payments, adjustments, or transfers are applied to a client’s payor liability.

Prerequisites:

  • Posting dates must be in an open accounting period.

  • It is recommended that changes be reviewed before the form is filed.

  1. Go to: myAvatar PM > Billing > Remittance Processing > Quick Cash Posting

  2. In the Client field, enter the client name, and select.

  3. In the Episode field, select the client episode.

  4. Click View Ledger to generate the Client Account Ledger report.

  5. In the Guarantor field, select the guarantor.

  6. In the Claim field, select the claim.

  7. The Guarantor Balance For Service(s) field displays the payor liability

  8. In the Dollar Amount To Be Posted field, enter the posting amount.

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

  10. In the Guarantor To Transfer To field, select the guarantor. 

    This field contains remaining guarantors for the client.

    This field is enabled when a transfer posting code is selected (Posting Code field).

  1. In the Posting Date field, enter posting date.

  2. In the Date of Receipt field, enter the payment received date.

  3. In the Receipt field, enter the receipt number. Once this form is filed, the receipt number cannot be edited.

  4. In the Check # field, enter the check number. Once this form is filed, the check number cannot be edited.

The following fields applies to payments with 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.

  1. In the Write Off Posting Code field, select the code. Write-off codes control how a remaining balance is adjusted off the account.

  2. In the Transfer Posting Code field, select the code. Transfer codes control how a remaining balance is moved from one guarantor to another.

  3. 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.

  4. Click Submit.

► SQL Table
  • SYSTEM.billing_tx_charge_detail
► 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 'Program Of Service' In Cash Posting

  • Include Delay Reason Code

  • Include Posting Comments

  • Subtract Posted Adjustments From The Dollars Used Against The Authorization