Payments

This routine is designed to post, modify or delete a payment of all 3 types of billing, Client, Insurance and the Patient. This routine can also be used to edit the electronic payment posted using the ERA Processing.
 
Instant Procedure
New Payment
a)     Click to toggle switch (Field 1), to say 'New'.
b)     Select the desired AR Type (Billing Type) using the field 4.
c)     Enter the document number (check#) in the field 5.
d)     Enter the payer ID in the field 7 if known otherwise click the payer lookup button (field 8) to select the payer who sent you the payment.
e)     Change the posting date if needed.
f)      Enter the check amount or the total payment amount in the field 10.
g)     Enter the first invoice ID if known, in the field 11 and press the TAB key or use the invoice lookup button (field 12) to select the invoice to apply an amount to.
h)     Enter the porting amount of the check you want to apply to the entered or selected invoice.
i)      Click the 'AutoApply' button (field 16) if your system is been in use for a while (to have the history of each line items, the payment is being applied to), or else use the Paid column of the Payment Detail Grid (field 15), to enter the amount to be applied against each line item. By default, Prolis will write off the difference between the billed amount and the paid amount, thus yielding the balance as zero (0.00). You may modify the WO column amount, to make the balance as non-zero.if there is a no need to re-bill any amount to the patient otherwise move to the next step.
J)      If there is a need to bill a portion to the patient, click the BillPR column cell of the line item and press the key ENTER or the TAB. The written off amount will be transfered to the PR column. Change this PR amount to the one you need to bill to the patient and press the ENTER key or the TAB. The system will adjust the amounts accordingly to balance itself.
k)     When you are done with all the line items, click the Save Button (field 2).
 
Edit Payment
a)     Click to toggle switch (Field 1), to say 'Edit'.
b)     Enter the document number (check#) in the field 5 or click the Payment Lookup button to select the payment to edit.
c)     Click anywhere on the row of the invoice to edit, within the Invoices Grid (field 13). Prolis will display all the line items of the clicked invoice.
d)     Make the desired changes within the Payment Detail Grid.
e)     When you are done with all the changes, click the Save Button (field 2).
 
Payments
1

Mode Toggle Switch

1. Mode Toggle Switch
This switch is used to toggle the mode between 'NEW' and 'EDIT' back and forth.
2

Save Button

2. Save Button
This button is clicked to the data entry or edit made to the displayed payment.
3

Void Check Button

3. Void Check Button
This button is used to delete this displayed payment record, along with all the amounts applied to invoices. A caution is suggested to take while using this button. For deleting the amounts applied to a specific invoice, use the 'Delete Payment' (Field 19) instead.
4

Billing Type

4. Billing Type
This dropdown is used to select the desired customer type from available 3 types in Prolis (Client, Insurance and the Patinet).
5

Document #

5. Document #
The document number is the Check number or the payment identifier used by the payer.
6

Payment Lookup Button

6. Payment Lookup Button
Use this button to lookup an existing payment record for editing purpose.
7

Payer ID

7. Payer ID
Enter the payer ID in this field while entering a new payment or use the Payer Lookup button (Field 8) to select the payer who you receive the payment from.
8

Payer Lookup Button

8. Payer Lookup Button
This button provides you the mechanism to lookup the payer you received the payment from, if the payer ID is not known.
9

Payment Post Date

9. Payment Post Date
The date associated with the payment posting.
10

Check Amount

10. Check Amount
Check or the total payment amount.
11

Invoice ID

11. Invoice ID
Enter the invoice ID of the claim, you want to apply the entire or a portion of the payment to.
12

Invoice Lookup Button

12. Invoice Lookup Button
<TODO>: Insert description text here...
13

Invoices Grid

13. Invoices Grid
This grid holds the invoices, for which the payment amount has been applied, during the progression of entering a new payment of of the existing payment.
14

Invoice Pay Amount

14. Invoice Pay Amount
Enter the portion of the payment you want to apply to the invoice entered in the invoice ID field.
15

Payment Detail Grid

15. Payment Detail Grid
The grid displays all the line items of the invoice, to apply payment against each line item.
16

Auto Apply Button

16. Auto Apply Button
This button when enabled can be used to autoapply the payments against each line item. If the system possesses the history of payment from the payer, for the line item, you will get the expected results other wise this button will apply the available funds as it navigates through items.
17

Invoice Particulars

17. Invoice Particulars
Invoice particulars portions of the screen, displays billed amount, applied amount, written off amount, the balance of the invoice and the UnApply button to undo the line items applied amounts in one click.
18

Payment Particulars

18. Payment Particulars
The payment particulars portions of the screen, displays the applied amount and the Unapplied amount of the entire check.
19

Delete Payment Button

19. Delete Payment Button
This button is used to delete the payment applied towards the displayed invoice only, along with any secondary invoice created because of the primary payment. This button does not delete the entire payment (check), use the Void Check Button instead to delete the entire payment.