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  • *Please see section (attach link here) in the billing manual for instructions editing charges (Refiling & Editing / Approve Charges)

Bulk Post Summary
 
Once a Bulk Payment is posted, it will appear on the Bulk Post Summary page. This is where you can view all posted/closed check history & see details on how checks were posted & amounts distributed.
Go To: BILLING > PATIENT ACCOUNTING > BULK POST SUMMARY
To Search Posted/Closed Bulk Payment Checks:

  • As a default the system will show all bulk payment checks within the last 30 days.

  • You can filter by:

    • Patient Name

    • Check number

    • From and To Dates

    • Payer

 
Managing Posted/Closed Bulk Payments Checks:

  • Go to the Action Column and click on the 3 dots

  • Here will give you the options to

    • View the check details.  This will open up the check on the screen where you can view all details.  You can also click on the date(s) to view the encounter details

    • Revert Check- This will take the user back to patient accounting to edit the check.

    • Preview- Will bring up a Print Preview screen to view the check details