Missing Patient Statement Type

athenaCollector

A Missing Patient Statement record represents patient payments received without the patient statement, when athenahealth is unable to locate the appropriate patient account in athenaOne or determine that the funds are related to a foreign system. Leaving records in this type allows the practice to separate and prioritize patient payments from other unmatched records.

 

These records should be reviewed and returned to athenahealth with the matching patient or charge.

 

If the record does not belong in athenaOne, close it as "Recorded in General Ledger."

 

 

  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 Missing Patient Statement.
  4. 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 Missing Patient Statement 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. Under Select an action to resolve or reassign record, select the Update status and reassign record option.
  2. Select the Yes option if you are able to identify the matching patient account.
    The Update Status event is "Matching Charge Identified."
  3. In the Note field, enter the patient name, patient ID, and claim numbers to which the charge should be posted, or request that the funds be posted to the patient's unapplied credit.
  4. Click Submit.

 

 

Note: athenahealth recommends that you match a Missing Patient Statement record to a charge and let athenahealth complete the posting for you. But if you do post the remittance record, you should also close the record. If you don't close the record after you post the payment, your A/R report will not be accurate.

  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. Enter or select the search criteria to display a list of unpostable items.
  3. To access individual unpostable records, click a group name to expand the list of individual records in that group.
  4. Click the linked unpostable ID number to display the Update Unpostable page in the Workspace.

In the Status section

  1. Under Select an action to resolve or reassign record, select the Update status and reassign record option.
  2. Update status — Select Posted to athenaOne.
  3. 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. Enter or select the search criteria to display a list of unpostable items.
  3. To access individual unpostable records, click a group name to expand the list of individual records in that group.
  4. Click the linked unpostable ID number to display the Update Unpostable page in the Workspace.

In the Status section

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