Returned Item Type

A Returned Item remittance record represents a previously deposited check where the bank has processed an adjustment to reverse the deposit. A Returned Item record is always associated with a previously deposited check and serves as a reconciliation tool for the reversal of this payment. These financially negative records are returned for various reasons: insufficient funds, stop payment, closed account, unable to locate account, and refer to maker.

athenahealth reviews these records and ensures that the proper accounting measures occur on the patient account or claims. athenahealth is unable to process returned items against the original check when a refund of the check was issued to the patient or insurance company. In these cases, athenahealth assigns the record to practice responsibility for you to review and close.

Occasionally athenahealth is unable to locate the original deposit within athenaOne. In these cases, athenahealth assigns the record to practice responsibility for review, after which you notify us of the correct patient. If you charge a fee for this activity according to your practice financial policies, add that fee to the patient's account by adding the appropriate code from your fee schedule to a claim for this patient.

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 Returned Item.
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 Returned Item 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 the Select an action to resolve or reassign record heading, select the Update status and reassign record option.
11. Update status — Select Returned Item Resolved.
12. Note — Enter detailed information about the actions you've taken.
13. 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. Responsible party — Select Practice.
4. Unpostable type — Select Returned Item.
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 Returned Item 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 Identified athena Patient Information.
12. Note — Enter detailed information about the actions you've taken.
13. Click Submit.