Payment Posting Line Item Detail Tab – Patient Payment

The Line Item Detail tab for a self-pay batch in a self-pay work queue is used to view and update line item information from self-pay payment batches. The tab allows users to update the billing period, pay code, payment amount, and payer information for the selected line item.

To update a line item, follow these steps:

1. Period – The dropdown defaults to the selected billing event. It is enabled if more than one billing period is associated with the visit. Click the dropdown and select a billing period, if needed. The Current Balance field is updated.
2. Pay Code – Enter a payment code in the first field or a payment description in the autocomplete field (clicking a suggested description to select it).
3. Check No – Enter a check number (if the payment is by check).
4. Payment Amt – Enter the payment amount in dollars. The Current Balance field updates.
5. Comments – Enter any free-form text comments regarding the payment.
6. Relationship – Click the dropdown to select a relative/contact associated with the patient if someone other than the patient is making the payment. The relative selected here displays in the Payee dropdown in Mark for Refund.
7. Click Save.

Notes

The Notes tab lists all notes that are associated with the selected billing event. Note information includes the date, user, code, and narrative. Notes can be sorted by clicking on the column headers. Coded or free-form notes can be added in the tab.

Add Notes

To add a note, follow these steps:

1. Click the Add button . A row is added to the Notes list with the current date, user adding the note, and the application area (Collections, Billing, Registration, etc.) populated and the Visit Note Information fields enabled.

2. Enter note information using one the following options:
   • Coded note. Enter a note code in the first field or a note description in the autocomplete field (clicking a suggested description to select it).

• • Free-form note. Enter free-form note text into the Narrative field.

The information populates the list.

You can only delete a note prior to saving it. Click the Delete  button. The note is removed.

3. Click Save.

Strikethrough a Note

Although notes cannot be deleted once they have been saved, strikethrough lines can be applied to out-of-date notes. The Strike action is located to the right of the Narrative field for saved notes. The strikethrough option allows notes to be designated as no longer used, helping the user determine which information is current on the medical record. Strikethrough lines can be removed. To strike a note, follow these steps:

1. Click Strike in the Action column to the right of the note narrative. A strikethrough line displays over the note’s fields.

2. Click Save.
3. To remove the strikethrough line, click Un-Strike.