Live Check Type

A Live Check remittance record is created when athenahealth receives an uncashed check that could not be successfully deposited by athenahealth due to an issue with the check. The return reasons can include, but are not limited to, the following:

• Invalid payee
• Misdirected mail
• Paid in full memo
• Stale or damaged check
• Post-dated check
• Item not identified as a check, deposited by the lockbox

A Live Check remittance record is also created when athenahealth receives a check drawn on a foreign bank. athenahealth is unable to process these checks and will forward the physical check to U.S. Bank for processing. Images of the check and remittance are included in the Live Check remittance record.

A Live Check remittance record for a check drawn on a foreign bank is assigned to the practice; however, the practice is not required to take any action. After U.S. Bank deposits the check, athenahealth matches the Live Check remittance record with the Foreign Check Deposit record that was created as part of the process. To help you determine whether a foreign check was sent to U.S. Bank, look for these items in the Live Check record:

• The following note appears in the History section of the record:
  "A live foreign check has been mailed to US Bank on [date]. The images on this record will be sent for posting upon confirmation of the deposit. Please leave this record as a Live Check as the Foreign Check Deposit workflow will be performed automatically after the confirmed deposit is received. Thank you."
• In the Remit documents section (under Deposit details), a letter addressed to U.S. Bank is located with the documents for the whole deposit batch.

If the Live Check remittance record represents a check drawn on a foreign bank, athenahealth matches the record to its corresponding Foreign Check Deposit record and makes the posting.

If the Live Check record represents any other type of check, confirm that the live check was received by you and deposited into your local bank or deposited by your lockbox. After this information is verified, send the record back to athenahealth for posting.

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.
2. Unpostable status — Select OPEN.
3. Responsible party — Select Practice.
4. Unpostable type — Select Live Check.
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 Live Check 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 action 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.