Payment Posting Overview and Workspace

The Payment Posting application area and workspace is used to handle payments from insurance companies and patients (self pay). Batches and line items can be created, along with discounts and denials.

The available tabs vary depending on whether the work queue is for insurance or patient payments.

Payment Posting Workspace

The Payment Posting workspace gives the user access to work queues, tabs, and Quick Actions related to insurance and patient payments. The data panel displays patient data (name, status, balance, etc.) and the User Productivity chart.

The Payment Posting workspace is used to add and manage insurance and patient payments, allowing batches and line items to be added. Insurance, visit, and denial and remark information can be managed.

Payment Posting Scorecards

The Payment Posting application area has multiple scorecards that measure productivity by work queue and by event.

Payment Posting Scorecard

The Payment Posting scorecard displays the following information in the primary panel:

• Period – The selected Date Grain (Day, Month, or Quarter).
• Prev. Balance – Ending balance from prior period.
• End Balance – Sum of balances of all open items in the selected work queue or queues.
• Attrition Rate – The difference between the previous balance and ending balance, divided by days in the period.
• Turnover (Days) – Records processed divided by ending records.
• Prev. Records – Ending record from the previous period.
• Comp. Records – Completed records for the period.
• End Records – Count of all records in the selected work queue or queues.
• Avg. Queue Age – Total days of open records in queue(s) divided by ending records.
• Avg. Work Time – Average amount of time (in minutes) to perform actions in queue(s).
• Max Queue Age – Maximum age of a record in queue(s).

The other panels and charts allow the user to drill down to totals by work queue and user.

Payment Posting – Event Scorecard

The Payment Posting – Event scorecard displays the following information in the primary panel:

• Period – The selected Date Grain (Day, Month, or Quarter).
• Total Events – Total number of events during the period.
• Avg. Time – Total events divided by total minutes worked.
• Total Min – Total time in minutes worked.
• Daily Events – Total events divided by number of days in the period.
• Daily Time – Total time divided by number of days in the period.

The other panels and charts allow the user to drill down to totals by event () and user.

Payment Posting Dashboards

The Payment Posting application area includes dashboards that display a variety of performance and trending information. The following dashboards are available in Registration:

• Cash – Displays total payments from insurance and patient self pay.
• Payment Posting Trending – Displays the average difference between payments’ create date and the actual payment date by financial class.