View Payments and Adjustments

1. Access the Payments and Adjustments page.

   If you know the account number:

   • Select Go To > Account Research > By Account Number. The Account Research by Account Number page opens.
   • Type the account number and click Display Account. The Patient Account Audit page opens.
   • Click A/R in the View column. The Payments and Adjustments page opens.

   If you do not know the account number:

   • Select Go To > Account Research > from Worklist. The Account Research from Worklist page opens.
   • From the Task list, select Create Worklist.
   • Specify other selection criteria and click Display Accounts. The Account Worklist page opens. For more information about search criteria, refer to Specify Account Worklist Criteria.

     Note: PEM claims are not included in worklist results.

   • Click the account number you want to review in the Account Number column. The Patient Account Audit page opens.
   • Click A/R in the View column. The Payments and Adjustments page opens.
2. View the payments and adjustments.
   • The payment and adjustment amounts, if any, come from the facility’s billing system, so if no payments or adjustments are present, there were none in the facility system when the data was exported.
   • It is possible to configure your system to ignore payments and adjustments from secondary payors. Normally, this option is set up during implementation. If you would like to start using this feature at a later time, contact your Account Representative.
3. To change how your results are sorted, select the name of the column you would like to sort by from the Sort By list and click Refresh View.

   Note: If Coordination of Benefits (COB) is enabled for your facility, you can also choose to group the accounts by payor. To group the accounts by payor, select Payor from the Group By list and click Refresh View. For more information about COB, refer to Coordination of Benefits.

4. To export payment and adjustment information:
   • Select either Microsoft Excel or Text File from the Export To list
     • Select Microsoft Excel to open Excel. You can then work with the data in Excel; for example, to move or delete columns, re-sort or re-format the data.
     • Select Text File to save the data as plain text (with no formatting). Typically, you select this option if Excel is unavailable on your computer or you have Excel version’97 or older.
   • Click Export.
5. To view additional details regarding the information in the summary sections:
   • Click a Bill Type link. The Billing Type Definition page opens. For more information, refer to Billing Type Definition.
   • Click the Total Expected Payment link, if available. The Expected Payment Detail page opens. For more information, refer to View the Expected Payment Detail.
   • Click the Patient Liability link. The Patient Liability Override page opens. For more information, refer to Override Patient Liability.
   • Click the Write-Off Discount link, if available. The Account Write-Down Detail page opens. For more information, refer to View the Account Write-Down Detail. This link might not pertain to your facility.
   • Click the Late Charge Status link, if available. The Late Charge Alternate Calculation Override page opens. For more information, refer to Override the Late Charge Status.
   • Click CHGS in the Master Account Summary to access the Detail Line Item Charges page for this account at the master account level. For more information, refer to View Detail Line Item Charges.
6. To flag the account, click Flag Account to display the Assign/Update Collection Information page. For more information about this page, refer to Assign/Update Collection Information.
7. To override a transaction category for this account, Click Update Transaction Category. The Transaction Category Override page opens. For more information, refer to Override a Transaction Category and Payor.
   • If Coordination of Benefits (COB) is enabled, this button is renamed to Update Transaction Payor. You can override the payor for the transaction, but not the transaction category. Because COB provides additional features for secondary and tertiary payors, it is not necessary to categorize transactions as secondary.
   • To view the transaction override history, click the View Transaction History icon in the Description column to display the Transaction Override History Summary.
     • The Transaction Override History Summary page displays additional information about the override, including the current and previous categories as well as the post, pay, and processing dates for the transaction.
     • This icon appears only if there are overrides to the transaction.
8. To research a different account, type the account number in the Account Number field at the bottom of the page and click Display Account.

The following table describes each of the fields on the Payments and Adjustments page. The fields are listed in alphabetical order.

For detailed descriptions of the summary sections, refer to the following:

• Patient Summary
• Master Account Summary
• Payor Summary
• Reprice Summary

• Master Account Audit displays the Master Account Audit page. For more information, refer to View the Master Account Audit Page.
• Account Audit displays the Patient Account Audit page. For more information, refer to View the Patient Account Audit Page.
• View Supplemental Billing History displays the Supplemental Billing History by Account page. For more information, refer to View Supplemental Billing History by Account.
• Add Reminder displays the Add/Update Reminder page. For more information, refer to Add or Update a Reminder.
• Add Communication Item displays the Add Item page. For more information, refer to Add a Communication Item.
• Return to Account Worklist displays the Account Worklist page. For more information, refer to View the Account Worklist.