No Matching Charge/Patient Type

 

Generally, remittance records are matched and posted to an open claim in athenaOne. Sometimes, the EOB information does not correspond to a unique patient or charge in athenaOne. We assign these remittance records to your practice for review.

 

 

If you determine that this payment belongs in athenaOne, identify the correct patient or charge that the remittance record should be posted to. Using the Find Matching Charge tool, route the remittance to athenahealth with the matching charge.

 

If you determine that the payment belongs in a different system, you should post it there and close this remittance record as "Posted to Foreign System."

 

If, during your review of the remittance record, you find that the payment does not belong to your account, refund the record.

 

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 No matching charge/patient.
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 No Matching Charge/Patient 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.

One of the following will occur:

• athenaOne zeroes out and closes the unpostable with the event "Match Identified and Posted."
• athenaOne opens a new corrections payment batch in which the payment posts to the selected charge or patient. The notes on the unpostable specify the payment batch, for example, "Unpostable will be processed in ERA Batch: ____, Corrections Payment Batch: ____."
• athenaOne queues the batch for posting. The payment batch remains out of balance until it is posted and closed. athenaOne imports the images from the unpostable into the new payment batch for viewing when the batch is closed and the payment posts. The notes in the new payment batch reference the unpostable from which the payment batch is being processed: "Corrections batch for unpostable ____."
  
  Note: If the unpostable does not meet the criteria, the unpostable returns to athenahealth for manual review and posting.

 

Note: athenahealth recommends that you match a No Matching Charge/Patient 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. Unpostable status — Select OPEN.
3. Unpostable type — Select No matching charge/patient.
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 No Matching Charge/Patient 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 Posted to athenaOne.
9. 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 No matching charge/patient.
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 No Matching Charge/Patient 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 Posted to Foreign System.
9. Click Submit.