This tab allows you to view previously posted payments. After searching for the payment, you have the ability to modify the Transaction Date and Deposit Date. You can also edit the payment that was made as well as void the payment entirely.
- Search- Search for the claim that will be paid.
- Search By- Select how to search for the payment.
- Insurance- Search for the payment by insurance.
- Responsible Party- Search for the payment by the responsible party.
- Claim ID- Search for the payment by claim ID.
- Payer Group- Search for the payment by payer group.
- Payer- Enter the payer or hit Enter to pull up the entire list of payers.
- Transaction- Enter transaction or hit Enter to pull up the entire list of transactions for that payer.
- Once you select the previously posted payment it will populate the fields and table below.
- Transaction / Only- Allows you to search by Amount, Reference Number, or Transaction Date only.
- Select Only to nullify the Search By filters.
- Enter the Amount, Reference Number, or Transaction Date or if you do not remember any of these hit the Enter button when your cursor is in the Transaction text box and it will pull up the entire list of payments previously posted.
- Once you select the previously posted payment it will populate the fields and table below.
- Change Trans. Date and/or Deposit Date- You can change the Transaction Date and Deposit Date by selecting the drop-down next to either one and selecting the new date, then Save.
- Edit the Payment- Edit the payment by changing the payment amount in the table, then Save.
- Unapply- Select to void the payment, then Save.