Family MedCenters, P.A.
Quick Pay Instructions
Quick Payment allows user to post money before posting the charge.
Financial Processing>Transaction>Click the Wand left of the grid>
Batch TypePayment
Batch #mmddyy(this is the posting date, no space, posters two or three initials no space first 3 characters of the month posting monies.
092505sojsep - example
Batch Commentqp
Click the SAVE button lower right hand corner
When a patient presents for their appointment and pays a copay prior to being seen Quick Pay allows posting of the payment before the charge is posted.
Patient Management>Registration folder>search for the patient.
Once the patient is selected click the icon (short cut buttons above the patient # field) that looks like a piece of paper with a green $ sign.
The quick payment screen displays.
If the patient selected has a carrier with a co pay the system will default to the patients co payment. If the co pay amount is correct leave the amount, if the patients co pay amount is different because of the type of visit change the amount to what you are posting. Remember to check patients demographics if the co pay amount is for an office visit and the amount the system presents is different. You may need to update the patients demographics.
Remember to always enter the amount you are posting.
Reference – is mandatory, i.e. cash, visa, master card, Remember if patient is paying with a check use this format xxxx xxxx= check number (no spaces)
Enter the amount you are posting,
Description is very important ( co pay or previous balance, etc.) when the money you are posting is assigned to a charge the charge poster will need to know what the payment is for and will use the description for that purpose. IMPORTANT PULSE MONEY SHOULD NOT BE POSTED INTO NTIERPRISE. Any money for dates of service prior to 10-03-05 should be posted into PULSE system.
If patient pays for two separate visits for Ntierprise key in the description box what money being posted is for, i.e. 40.00 payment 20.00 copay today, 20.00 copay last week.
click Save.
Quick Pay icon can also be selected from the Appointment Scheduler
Scheduling>appointment schedule>Appointment Management or Appointment Activity or Patient Scheduling>or Appointment Book. Highlight patient and select the quick pay icon, Piece of paper, pencil, dollar sign. The same posting screen displays
When you click SAVE
System will display the following message:
click yes to print a receipt for the patient
Select your printer ( Printer click the drop down arrow to select your print if it does not default) click print
System will display this screen click yes if the receipt printed.
You will have to balance and close you quick pay batch.
Financial Processing>Transactions>Batch Management tab>highlight your quick batch in the grid.
Lower left hand corner select Print & Close
Take the check off of Close Batch(es) click the piece of paper to the right of Report Preferences, click OK
System will take you back to the Print and Close Screen
Click OK, System will display the print selection screen, you can either chose the Print button, or the Preview button to see your report.
Once you have balanced your batch, Remember a Quick Payment batch is Unassigned money.
Quick Pay money is attached to the patient but not to any charge. When the charge is posted the charge poster will assign (attach) the money to the voucher.
System will take you to the Job Status screen, click the transaction folder to return to the Batch Management screen.
Once the batch is balanced Print and Close your batch.
If you have errors in your batch you will have to do the following:
Financial Processing>Transactions>Batch Management Tab
Click the wand and open a Void (Batch Type) batch
Batch number same as quick pay batch – mmddyyxxxsep (posting date, your initials, 3 characters of the month.
Batch Comment – qp
Click save lower right hand corner.
When the batch is opened the void tab will display, click the void tab
See the down arrow to the right of the word Voucher, click this down arrow and select unassigns for account.
.
Using the binoculars click and search for the patient posting incorrectly. Patient number should be on the journal you printed to balance batch.
Select patient and the following screen will display.
Look on the line displayed bottom – Payment Transactions – the last column says Void click the grey box in this column, system will display a red check and say memo void.
If the void box is unavailable to you, you probably closed your payment batch, click Batch Management, highlight you quick pay payment batch and see the folder to the left side of grid under the wand, click the folder to reopen your batch.
click YES
Then highlight your void batch, click the down arrow to the right of voucher top of screen, select the unassign patient, void incorrect posting.
Go back into appointment schedule, or patient registration and post the money correctly.
Repeat the close batch on both the payment and the void batches.
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