Check Tracer — Deposit Confirmation Type

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A Check Tracer — Deposit Confirmation remittance record represents a copy of both sides of an original check. The copy is of the front and back of the deposited check, with all relevant deposit confirmation available on the image (such as deposit stamps and endorsement confirmation).

 

A Check Tracer record is created when athenahealth receives a deposit-confirming check image, which includes the back of the check where the endorsement and deposit print can be seen. These copies are generally received as a result of a check tracer request. Typically, the request is made under these circumstances:

  • We do not have a record of the deposit in U.S. Bank.
  • You report that the check has not been deposited into your non-U.S. Bank account.
  • The payer claims that the check was cashed.

Although a check tracer confirms deposit of the check in question, we cannot post it in athenaOne without a matching EOB.

 

The check tracer workflow is a tracking mechanism for checks that cleared the payer's bank but were not actually deposited into one of your accounts. This workflow enables us to follow up with the payer to have the payment confirmed or re-issued.

 

 

 

If athenahealth is unable to confirm that the deposit was made into one of your accounts, your practice is responsible for reviewing the check and your bank statements to confirm the deposit. After the payment in question is processed, forward the confirmation and, if necessary, the EOB to athenahealth for posting. Set the record to a PEND status to allow time for athenahealth to receive the documents. The record will open to athenahealth for posting at the end of the PEND period.

 

If, upon review, you determine that the check is for non-athenaOne claims, 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 Check Tracer — Deposit Confirmation.
  5. Click Generate Worklist.
    The Unpostables Worklist appears in the Task Bar.

Display the unpostable record

  1. From the worklist in the Task Bar, click the Check Tracer — Deposit Confirmation bar to expand the worklist.
  2. 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

  1. Review the notes provided by athenahealth.
  2. Take the required actions described in the notes.
  1. Under Select an action to resolve or reassign record, select the Update status and reassign record option.
  2. Update status — Select one of these options.
    • Deposit Confirmation and EOB Sent to athena for Posting — Select this option if you processed the check and you are returning the remittance to athenahealth for posting.
    • Posted to Foreign System — Select this option if you determined that the check is for a non-athenaOne claim and you are closing the remittance record.
  3. Note — Enter detailed information about the actions you've taken.
  4. Click Submit.