Capitation Roster Type

A Capitation Roster record is created when athenahealth receives the breakdown of a capitation payment by medical group, provider, or patient and cannot immediately match it to the corresponding capitation payment.

athenahealth will review Capitation Roster records to match them to the corresponding capitation check. If athenahealth is unable to match the roster to a payment, we will assign the record to your practice to confirm the deposit in your non-U.S. Bank account. After you confirm the deposit, you can return the record to athenahealth to create the deposit, record the capitation payment, and close the records.

Occasionally in your review, you may determine that a payment is not expected. In these cases, you can close the record.

Generate an Unpostables Worklist

1. Display the Find Unpostables page: On the Main Menu, click Financials. Under PAYMENTS, click Unpostables. In the left menu, under UNPOSTABLE REMITTANCE, click Find Unpostables.
   The Find Unpostables page appears.
2. Unpostable status — Select OPEN.
3. Responsible party — Select Practice.
4. Unpostable type — Select Capitation Roster.
5. Click Generate Worklist.
   The Unpostables Worklist appears in the Task Bar.

Display the unpostable record

6. From the worklist in the Task Bar, click the Capitation Roster bar to expand the worklist.
7. Click the linked unpostable ID number for the remittance record/unpostable in the worklist.
   The Remittance Record page appears in the Workspace.

In the Status section

8. Review the notes provided by athenahealth.
9. Take the required actions described in the notes.
10. Under Select an action to resolve or reassign record, select the Update status and reassign record option.
11. Update status — Select Funds Deposited in Practice Account.
12. Note — Enter detailed information about the actions you've taken.
13. Click Submit.

Generate an Unpostables Worklist

1. Display the Find Unpostables page: On the Main Menu, click Financials. Under PAYMENTS, click Unpostables. In the left menu, under UNPOSTABLE REMITTANCE, click Find Unpostables.
   The Find Unpostables page appears.
2. Unpostable status — Select OPEN.
3. Responsible party — Select Practice.
4. Unpostable type — Select Capitation Roster.
5. Click Generate Worklist.
   The Unpostables Worklist appears in the Task Bar.

Display the unpostable record

6. From the worklist in the Task Bar, click the Capitation Roster bar to expand the worklist.
7. Click the linked unpostable ID number for the remittance record/unpostable in the worklist.
   The Remittance Record page appears in the Workspace.

In the Status section

8. Review the notes provided by athenahealth.
9. Take the required actions described in the notes.
10. Under Select an action to resolve or reassign record, select the Update status and reassign record option.
11. Update status — Select Capitation Payment Not Expected.
12. Note — Enter detailed information about the actions you've taken.
13. Click Submit.