Patient Payment Summary

athenaCollector

This page allows you to view and print a summary of all time-of-service and payment batch payments made by the patient for the date range specified on the Patient Activity page.

  • For a payment collected for a particular service, the page includes information about the procedure code, original plan, and supervising provider of the charge that the payment was posted to.
  • For a payment that was unapplied when collected, the page includes information about the post date, reason for payment, method of payment, and amount.

 

On the Quickview, click View patient activity. On the Patient Activity page, click Show Patient Payment Summary for This Time Period.

 

On the Patient Actions Bar, click Billing, and then click Patient Activity. On the Patient Activity page, click Show Patient Payment Summary for This Time Period.

 

 

 

Note: E-payments transferred to another patient via CCP keep the original patient's transaction information. The patient account to which the money was transferred will not show that amount in the Patient Payment Summary for the time period.

  1. Display the Patient Activity page: On the Patient Actions Bar, click Billing, and then click Patient Activity.
  2. Filter By Post Date — By default, transactions for the year to date appear on the Patient Activity page. To change the time frame, enter start and end dates or select a date range from the menu and then click Filter.
  3. Click Show Patient Payment Summary for this time period (below the Filter By Post Date menu).
    The Patient Payment Summary page for the specified date range appears.
  4. To print the page, click Print at the top right of the page.
    A print version of the payment summary appears in a new window.
  5. Select the printer and then click Print.

 

 
GUARANTOR NAME AND ADDRESS The name and address of the patient's guarantor
PATIENT # The patient's ID number in athenaOne
PATIENT NAME The patient's name
DOCTOR The patient's primary physician
DATE  
DEPARTMENT The patient's primary department
DOB The patient's date of birth
TELEPHONE The patient's phone number
INSURANCE NAME The patient's health plan
CERTIFICATE# The medical certificate number of the patient's primary physician
AUTH# The medical authorization number of the patient's primary physician
PATIENT PAYMENT SUMMARY
Originally Collected For
Post Date The post date of the original charge
Date of Service The date of service of the original charge
Procedure Code The procedure code for the original charge
Original Plan The insurance plan originally billed for the charge
Supervising Provider The supervising provider of the original charge
Department The department of the original charge
Reason For Payment The type of charge (or the procedure code for the service)
Method of Payment The payment method of the original charge
Amount The amount of the payment
Total Payment Amount The total payments for this time period

 

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