Medical Record Payment Type

 

Your practice can create a claim specifically for a medical record payment; athenahealth posts money to a specific claim, if there is one. Please use the Find Matching Charge tool in the remittance record to identify the claim to be posted, and return the record to athenahealth. You should post valid medical record payments that are not associated with an athenaOne claim to your general ledger or to your foreign system.

 

 

Note: A claim must be created with a charge line in order to match the payment.

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. Unpostable type — Select Medical Record Payment.
4. Click Generate Worklist.
   The Unpostables Worklist appears in the Task Bar.

Display the unpostable record

5. From the worklist in the Task Bar, click the Medical Record Payment bar to expand the worklist.
6. 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

7. Under Select an action to resolve or reassign record, select the Find matching charges option.

8. Click the Find matching charge link or the Find matching patient link.
   The Match Unpostable to Charge page opens in a new window.
9. Enter the patient information in the search fields (for example, Claim ID, Patient ID, etc.).
10. Click Find. The search results appear below the Find button.
11. Select the patient. The Possible Charges section appears.
    Note: Charges highlighted in yellow have the highest probability of a match.
12. Select the appropriate charge for the patient.

Add optional instructions

13. If additional instructions are required, select the Add a note or instructions option to display the Note field, and enter a note. For example, you may want to specify that only a subset of the unpostable's value should be posted to that charge or that multiple claims/patients should be posted with the record amount.

Save the updated unpostable

14. Click Select under the charge. The charge or patient that you selected appears in the Unpostable Update box.
15. Click Submit.

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. Unpostable type — Select Medical Record Payment.
4. Click Generate Worklist.
   The Unpostables Worklist appears in the Task Bar.

Display the unpostable record

5. From the worklist in the Task Bar, click the Medical Record Payment bar to expand the worklist.
6. 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

7. Under Select an action to resolve or reassign record, select the Update status and reassign record option.
8. Update status — Select Recorded in General Ledger.
9. Click Submit.