Spreadsheet Batch Remittance Posting - PM

Use the Spreadsheet Batch Remittance Posting form in myAvatar to post multiple payments, adjustments, or transfers for a client. This form creates a batch (temporary file), to store entries and selections made for a group of remittance postings. The batch can be used to save the user’s work in progress, letting that user return to their work at a later time.

Interim billing batches created in the Create Interim Billing Batch File form can be processed through this form. Selecting an interim billing batch file populates client information in the worksheet.

• This form uses a worksheet that provides a graphical overview of client services, and their liability.
• Submitting this form applies the remittance amount to the payor’s liability.
• When this form is open, the client cannot be selected in any other cash posting form.

1. Search for Spreadsheet Batch Remittance Posting or go to Avatar PM > Billing > Remittance Processing > Spreadsheet Batch Remittance Posting.
2. In the Create, Edit Or Delete Remittance Batch field:
   • Select Create Batch to create a new batch.
   • Select Edit Batch to edit an existing remittance batch.
     • In the Remittance Batch Number field, select the remittance batch file.
   • Select Delete Batch to remove an existing batch. Deleting a billing batch removes it from the system. Information in the batch can be created in a new billing batch.
     • In the Remittance Batch Number field, select the remittance batch file.
   • Select Submit.
3. In the Batch Description field, enter the description.
4. In the Remittance Batch Number field, select a spreadsheet remittance batch file.
5. In the Quick Billing Batch Number field, select the quick billing batch.  This field populates when a claim has been generated, or services have been closed through the Quick Billing form. 
6. In the Interim Batch Number field, select the interim billing batch. This field contains batches created in the Create Interim Billing Batch File form.
7. In the Default Guarantor field, select the guarantor to populate the Payor field.  The guarantor must have been assigned to the client through a financial eligibility form.
8. In the Default Payment Code field, select the code to populate the Payment Code field.
9. In the Default Adjustment Code field, select the code to populate the Adjustment Code field.
10. In the Default Transfer Code field, select the code to populate the Transfer Code field.
11. In the Default Trans. To Guarantor field, select the guarantor to populate the Transfer Guar field. The guarantor must have been assigned to the client through a financial eligibility form.
12. In the Default Percentage Amount To Post field, enter the default percentage. This field can be used to default payment, adjustment or transfer amounts into the spreadsheet.
13. In the Posting Date field, enter the payment posting date. 
    • The date entered must be in an open accounting period.
    • The posting date must be later than the earliest date of service.
14. In the Date Of Receipt field, enter the date payment was received. Once this form is filed, the receipt and check number cannot be edited.
15. In the Receipt field, enter the receipt number.
16. In the Check # field, enter the check number.
17. In the Program(s) field, select the programs. Selecting a program displays services associated with that program in the worksheet.
18. Select Launch Work Screen to display the Batch Cash Posting Worksheet.
19. Select Submit.

► Additional Sections

• Remittance Totals

► Registry Settings

• Allow User To Continue Filing With Mismatch In Amounts To Post
• Allow Zero Charge Transfers
• Enable Program Search
• Include Client Name
• Include Service Start and End Dates
• Include Zero Balance Claims and Services
• Subtract Posted Adjustments From The Dollars Used Against The Authorization

► SQL Tables

• AVPM.SYSTEM.billing_pay_adj_history