Unprocessable Credit Card Type

An Unprocessable Credit Card correspondence record is created when athenahealth receives a credit card payment on a patient statement. It is your responsibility to follow up with the patient to obtain the credit card information or an alternative payment method.

An Unprocessable Credit Card correspondence record is created to ensure that the intended patient payment is processed or replaced with an alternative payment method. Review the patient statement and follow your practice procedures: contact the patient to obtain the credit card information for processing or request an alternative payment method. After you resolve the issue, you can close the Unprocessable Credit Card correspondence record.

1. Display the Correspondence Dashboard: On the Main Menu, click Financials. Under PAYMENTS, click Unpostables. In the left menu, under Correspondence, click Correspondence Dashboard.
2. Click the linked number next to Unprocessable Credit Card.
   The Correspondence Worklist appears in the Task Bar.

Display the correspondence record

3. From the worklist in the Task Bar, click the Unprocessable Credit Card bar to expand the worklist.
4. Click the linked ID number for the correspondence record in the worklist.
   The Correspondence Record page appears in the Workspace.

In the Status section

5. Read the text in the Status note(s) field and take the actions required to resolve the issue and close the record.
6. Under Select an action to resolve or reassign record, select the Update status and reassign record option.
7. Update status — Select Reviewed and closed.
8. Note — Enter detailed information about the actions you've taken.
9. Click Submit.

An Unprocessable Credit Card correspondence record is created when athenahealth receives a credit card payment on a patient statement. It is your responsibility to follow up with the patient to obtain the credit card information or an alternative payment method.

1. Display the Correspondence Dashboard: On the Main Menu, click Financials. Under PAYMENTS, click Unpostables. In the left menu, under Correspondence, click Correspondence Dashboard.
2. Click the linked number next to Unprocessable Credit Card.
   The Correspondence Worklist appears in the Task Bar.

Display the correspondence record

3. From the worklist in the Task Bar, click the Unprocessable Credit Card bar to expand the worklist.
4. Click the linked ID number for the correspondence record in the worklist.
   The Correspondence Record page appears in the Workspace.

In the Status section

5. Read the text in the Status note(s) field and take the actions required to resolve the issue and close the record.
6. Under Select an action to resolve or reassign record, select the Update status and reassign record option.
7. Update status — Select Requested Check/EFT Payment.
8. Note — Enter detailed information about the actions you've taken.
9. Click Submit.

1. From the patient Quickview, display the Collect Payment page: On the Patient Actions Bar, click Billing, and then click Collect Patient Payment.
   A new window opens.
2. If required, sign in using your athenaOne username and password.

Today's Payment Amount

This section lists all outstanding amounts that are the patient's responsibility.

3. Enter the amount to be paid in the corresponding $ fields under the Today's Payment column.
   The payment is applied directly to the relevant charges on the claims.

Other Payment Amount

4. Reason — If the patient is making a payment not associated with open charges, select the payment reason from the menu.
5. for plan — If you select Prepayment from the Reason menu, this field appears. Select the appropriate prepayment plan.
   Note: If the plan you need is not in the list, select [Add Plan]. The Add Prepayment Plan page appears. Enter the information for the prepayment plan on this page and click Add Plan.
6. Enter the "other" payment amount in the $ field under the Today's Payment column.
7. TOTAL PAYMENT (in the gray bar) — Verify the total of all payments to be collected. Make sure that this amount is correct before you proceed.

Payment Information

8. Post Date — Verify (or select) the post date for the payment (usually the current date).
9. Department — Verify (or select) the department for this payment.
10. Payment type — Select Credit Card (if it is not already selected).
11. Select one of these options: Card Present or Telephone/Mail.
12. Payment method — This field is unavailable for credit card payments.
13. Entry Method — Select Swipe/Insert/Tap, or select Manual to manually enter the credit card number on the terminal.
    Note: If you selected Telephone/Mail as the Payment type, the Entry Method field defaults to Manual, and you must manually enter the card number on the terminal.
14. Collect the payment by swiping, inserting, or tapping the card.
    The credit card information appears automatically in the Credit card number, Security code, Expiration date, and Cardholder's name fields.
15. If you are entering the credit card information manually, fill in these fields:
1. Credit card number — Enter the credit card number in this field.
2. Security code — Enter the security code on the credit card. Click the What's this? link to locate the code.
   Note: This field is required if you select the Telephone/Mail option as the credit card source.
3. Expiration date — Enter the expiration date from the card.
4. Cardholder's name — Enter the cardholder's name as it appears on the credit card.
   The patient's name and date of birth appear next to the field as confirmation that the payment applies to this patient's account.

Billing address

16. Enter the billing address information (you have two options).
• Select the Use patient/guarantor address option to fill in the address fields with the patient or guarantor address on file in athenaOne.
• Enter the information in the Address line, City, State, and ZIP fields (required fields are highlighted in yellow).
17. Click Collect payment.
    

1. Swipe or insert the credit card using your non-CCP credit card machine.
2. From the patient Quickview, display the Collect Payment page: On the Patient Actions Bar, click Billing, and then click Collect Patient Payment.
   A new window opens.
3. If required, sign in using your athenaOne username and password.

Today's Payment Amount

This section lists all outstanding amounts that are the patient's responsibility.

4. Enter the amount to be paid in the corresponding $ fields under the Today's Payment column.
   The payment is applied directly to the relevant charges on the claims.

Other Payment Amount

5. Reason — If the patient is making a payment not associated with open charges, select the payment reason from the menu.
6. for plan — If you select Prepayment from the Reason menu, this field appears. Select the appropriate prepayment plan.
   Note: If the plan you need is not in the list, select [Add Plan]. The Add Prepayment Plan page appears. Enter the information for the prepayment plan on this page and click Add Plan.
7. Enter the "other" payment amount in the $ field under the Today's Payment column.
8. TOTAL PAYMENT (in the gray bar) — Verify the total of all payments to be collected. Make sure that this amount is correct before you proceed.

Payment Information

9. Post Date — Verify (or select) the post date for the payment (usually the current date).
10. Department — Verify (or select) the department for this payment.
11. Payment type — Select Credit Card (if it is not already selected).
12. Select one of these options: Card Present or Telephone/Mail.
13. Payment method — This field is unavailable for credit card payments.
14. Credit card number — Enter the credit card number in this field.
15. Security code — Enter the security code on the credit card. Click the What's this? link to locate the code.
    Note: This field is required if you select the Telephone/Mail option as the credit card source.
16. Expiration date — Enter the expiration date from the card.
17. Cardholder's name — Enter the cardholder's name as it appears on the credit card.
    The patient's name and date of birth appear next to the field as confirmation that the payment applies to this patient's account.

Billing address

18. Enter the billing address information (you have two options).
• Select the Use patient/guarantor address option to fill in the address fields with the patient or guarantor address on file in athenaOne.
• Enter the information in the Address line, City, State, and ZIP fields (required fields are highlighted in yellow).
19. Click Collect payment.