Payment Posting Line Item Detail Tab – Insurance Payment

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

To update a line item, follow these steps:

1. Period. 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. Ins – Click the dropdown and select a different insurance, if the visit has multiple insurances.
3. 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).
4. Check No – Enter a check number (if the payment is by check).
5. Adj Code – Enter an adjustment code in the first field or an adjustment description in the autocomplete field (clicking a suggested description to select it).
6. Ttl Charges – Displays the total charges on the billing event.
7. Deductible – Enter the amount of the deductible in dollars. The Cur Balance field updates with the current balance.
8. Co-Insurance – Enter the amount of the coinsurance payment in dollars. The Cur Balance field updates with the current balance.
9. Pat Liability – Enter the amount of patient liability in dollars. The Cur Balance field updates with the current balance.
10. Payment – Enter the payment amount in dollars. The Cur Balance field updates with the current balance.
11. Adjust – Enter the adjustment amount in dollars. The Cur Balance field updates with the current balance.
12. Comments – Enter any free-form text comments regarding the payment.
13. 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.

Line Item Discount

A discount or discounts can be applied to non-insurance line item payments in Payment Posting. When enabled, the discount adjustment is posted to the account when the payment batch is released. Multiple discounts can be applied to the line item.

The total amount of the discount is determined by multiplying the original current balance of the billing event (including any non-insurance payments that have been created) by the whole percentage. The maximum percentage limits the total amount that can be entered manually.

Example 1: Discount on visit with non-insurance payments
Total charges: $1,500; Non-insurance payments applied to visit: $375; Visit balance: $1,125; Discount percentage: 10%.

Discount amount: $1,500 (total charges) * .10 (discount percentage) = $150.

If multiple discounts are applied, the first discount is applied to the current balance, while the next discount is applied to the new visit balance calculated after the first discount was applied.

Example 2: Multiple discounts on visit
Total charges: $1,500; Visit balance: $1,500; First discount percentage: 10%; Second discount percentage: 15%.

First discount amount: $1,500 (total charges) * .10 (first discount percentage) = $150. New visit balance: $1,350.
Second discount amount: $1,350 (new visit balance) * .15 (second discount percentage) = $202.50.

Add a Discount

To add a discount to a line item payment, follow these steps:

1. Click the Add button . A row is added to the list, and the User field defaults to the current user.
2. Adj Date – Click the field to enter the date directly or click to select a date from a calendar. For self pay discounts, this date will be compared to the bill date to determine eligibility.
3. Adj Cd – Click the dropdown and select an adjustment code to be applied to the discount. The Adj Amount field will default to the settings associated with the adjustment code in Global Registry Values key PAYMENT_ENTRY_DISCOUNT_CODES.

4. Adj Amount – Enter a total amount in dollars, if needed. RCM Cloud^® checks to ensure that the amount entered does not exceed the maximum percentage set up for the discount adjustment code. The Current Balance field on the Line Item Detail tab is updated.

5. Click Save.

Update Line Item Discounts

To update line item discounts, follow these steps:

1. Click on a line item discount to select it.
2. Make any necessary changes

3. Click Save.

Delete Line Item Discounts

To delete line item discounts, follow these steps:

1. Click on a line item discount to select it.

2. Click the Delete button. The discount is deleted from the list.
3. Click Save.