Quick Individual Cash Posting - PM

Post payments, adjustments, and transfers to line items for a client account.

myAvatar PM > Billing > Remittance Processing > Quick Individual Cash Posting

This form is used to speed up transaction posting.

In the Client field, enter the client name, and select.
In the Post By field, how you want to select the services for posting. This affects how information will display in the Select Items to Post Against screen.

Select All Episodes to post by all client episodes.
Select Claim to post by a claim (Claim field).
Select Episode to post by a client episode (Episode field).
Select RxNum (Billing) to post by a billing prescription number. This method is only usable when NCPDP billing is enabled.

In the Post By Selection field, select the specific claim, episode, or billing number to post. The values in this field are sorted by the selection made in the Post By field.
In the Start Date field, enter the first date of charges to display in the Select Services screen. The first date of charges with payments due populates this field, and can be edited.
In the Stop Date field, enter the last date of charges to display in the Select Services screen. The last date of charges with payments due populates this field, and can be edited.
In the Guarantor field, select the guarantor.
In the Service Selection Default field:
- Select All to have all services chosen in the Select Services screen.
- Select None to have no services selected.

Click Select Services to display the Select Services screen. Select the services, click Ok. Different services and dates of service can be selected.
The Guarantor Balance For Service(s) field displays the payor liability for rows selected in the Select Items to Post Against screen.
In the Dollar Amount To Be Posted field, enter the posting amount.

A dialog displays if the amount is greater than the amount displayed in the Guarantor Balance For Service(s) field.

Click Ok to clear the dialog box. Any excess payment will display in the client ledger as credit.

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).
In the Posting Date field, enter the date. The current date displays in this field, and can be edited.
In the Date of Receipt field, enter the receipt date. The current date displays in this field, and can be edited.
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.
In the Check # field, enter the check number. Once this form is filed, the check number cannot be edited.
In the Receipt field, enter the receipt number. Once this form is filed, the receipt number cannot be edited.

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.

In the Write Off Posting Code field, select the code. Write-off codes control how a remaining balance is adjusted off the account.
In the Transfer Posting Code field, select the code. Transfer codes control how a remaining balance is moved from one guarantor to another.
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.
Click Submit.

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