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:
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.
To add a note, follow these steps:
The information populates the list.
You can only delete a note prior to saving it. Click the Delete button. The note is removed.
Although notes cannot be deleted once they have been saved, strikethrough lines can be applied to out-of-date notes.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:
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.
To add a discount to a line item payment, follow these steps:
To update line item discounts, follow these steps:
To delete line item discounts, follow these steps: