HPA FUNCTIONS. For Self-Pay & Customer Service RCT079
|
|
- Ashlynn Morgan
- 5 years ago
- Views:
Transcription
1 HPA FUNCTIONS For Self-Pay & Customer Service RCT079
2 Table of Contents CURRENT STATEMENT BALANCE HYPERLINK... 3 STATEMENT BALANCES... 5 LAST PATIENT PAYMENT... 7 BUDGET PLAN... 9 COMMENTS/NOTES ACTIONS BUTTON HPA BUDGET PLANS GENERAL RULES SETTING UP A NEW IN-HOUSE BUDGET PLAN ADDING VISITS TO EXISTING BUDGET PLANS ADDING TO IN-HOUSE BUDGET PLANS ADDING TO AGENCY BUDGET PLANS TE TRANSACTIONS SETTING UP THE HOSPITAL BATCH POSTING ADDITIONAL TRANSACTIONS FROM TE DELETING TRANSACTIONS FROM TE Manual.RCT079.HPA Functions for Self Pay Customer Service
3 CURRENT STATEMENT BALANCE HYPERLINK The Current Statement Balance hyperlink is the most common means to access a patient s account. If a patient has received a statement for outstanding balances, the user can access the Statement Overview screen from this link, which provides several tools in one location. Below are some of the features that can be accessed from the Current Statement Balance hyperlink with regards to Hospital Patient Accounts: 1. From Patient Services, the user can click on the Current Statement Balance hyperlink. Manual.RCT079.HPA Functions for Self Pay Customer Service
4 2. The user will then arrive at the Statement Overview screen. Below are details of the tools available from this screen: Manual.RCT079.HPA Functions for Self Pay Customer Service
5 STATEMENT BALANCES 1. Statement balances - are located at the top of the Statement Overview Screen. The current balances on both the Physician and Hospital accounts are reflected in this area. *NOTE the HPA balances are reflective of only balances that are currently on the AR. Any balances written off the AR (such as collection balances), will not be reflected. The patient s account needs to be reviewed further to determine if additional balances exist. Manual.RCT079.HPA Functions for Self Pay Customer Service
6 2. Statement Overview Grid provides more specific details regarding balances. The grid will only contain a billing group if a statement has been sent from that billing group in the past. The grid can be designed to the user s preference. Below is a table with descriptions of the default columns contained within this grid: Column Title Group Curr Stmt Bal Last Stmt Bal Run Date Printed Dun Acct Status Acct Status Dt Acct Status Initials Visit Description Billing group number associated with line Current AR balance (does not reflect balances written off the AR which are owed) Balance that appeared on the last statement sent to the patient Date the last statement was ran for mailing Indicates with Yes or No if the statement balance has been printed for statement Dunning level of the account Column not used by HPA Column not used by HPA Column not used by HPA Selected visit number, if it has been specified Manual.RCT079.HPA Functions for Self Pay Customer Service
7 LAST PATIENT PAYMENT 1. The user can view the last payment made to the patient s hospital account from the Statement Overview screen. The user should first ensure that the Group 2 line is highlighted in the Statement Overview Grid. The last payment on record for HPA will then appear to the right of Group 2, under Last Patient Payment. Manual.RCT079.HPA Functions for Self Pay Customer Service
8 2. The Last Patient Payment Detail button will allow the user to query the patient s account for transactions, including queries of personal payment transactions. Manual.RCT079.HPA Functions for Self Pay Customer Service
9 BUDGET PLAN 1. The user can view HPA budget plan details from the Statement Overview screen. The user should first ensure that the Group 2 line is highlighted in the Statement Overview Grid. If a HPA budget plan has ever been established on an account, the Budget Plan section would provide additional details. 2. The following information is provided if a HPA budget plan has been established in the past: a. Amount: i. Monthly budget plan amount; ii. Date the budget plan was established; iii. User initials of the person who created the budget plan. b. Budget Cancellation Date: i. Date the budget plan was cancelled, if applicable. Manual.RCT079.HPA Functions for Self Pay Customer Service
10 3. Budget Plan Detail button allows the user to establish/cancel a budget plan for a University Hospital account. See the SETTING UP BUDGET PLANS section of the manual for additional details. Manual.RCT079.HPA Functions for Self Pay Customer Service
11 COMMENTS/NOTES 1. The user can View and Edit Comments of IDX from the fields provided at the bottom of the Statement Overview screen. The user should first ensure that the Group 2 line is highlighted in the Statement Overview Grid. Below are details of each of the notes, and how they are accessed, from the Statement Overview screen: Manual.RCT079.HPA Functions for Self Pay Customer Service
12 a. Accounts provides the user access to the patient s HPA account level notes. If the patients account contains account level notes, the parantheses to the right of Accounts will contain Yes. If there are no account level notes, the parantheses will contain No. i. To access these notes, the user would click on Accounts and then click on the Add/Edit button. The user would then arrive at the Account Notes screen, where the user can view and/or add notes to the patient s account. Manual.RCT079.HPA Functions for Self Pay Customer Service
13 b. General provides the user with access to the General Comments contained on the patient s account. If the patients account contains General Comments, the parantheses to the right of General will contain Yes. If there are no General Comments, the parantheses will contain No. i. To access these notes, the user would click on General and then click on the Add/Edit button. The user would then arrive at the General Comments, where the user can view and/or add notes. Manual.RCT079.HPA Functions for Self Pay Customer Service
14 c. Note A provides the user access to an NA note, or a note specific to one visit, on the patient s account. i. To access these notes, the user would click on Note A. If a visit has not previously been specified, in order to continue, the user must first specify a visit from which to view the Note A. The user will receive a pop-up message to indicate that a visit must be selected. ii. To specify a visit, the user would click the Select Visit button, which takes the user to the Visit Lookup screen. The user would then highlighted the desired visit and select OK. Manual.RCT079.HPA Functions for Self Pay Customer Service
15 iii. The user would then arrive back at the Statement Overview screen. The visit selected will appear in the Statement Overview Grid and directly above the comment box. If the visit contains NA notes, the parantheses to the right of Notes A will contain Yes. If there are no Notes A, the parantheses will contain No. *NOTE if visit number had already been specified, the user could have omitted the previous step. iv. To further view and/or add a NA note, the user would then click on the Add/Edit button. The user will arrive at the NA screen. Manual.RCT079.HPA Functions for Self Pay Customer Service
16 d. Note D provides the user access to the ND notes on a specific visit. The user would follow the same steps as specified above for Notes A, however clicking on Notes D instead. e. Note E users are not able to access Notes E (Notes Everything) from the Statement Overview screen. f. Note B - provides the user access to the NB notes on a specific visit. The user would follow the same steps as specified above for Notes A, however clicking on Notes B instead. g. Note C these notes are not currently used at the University. h. Note R these notes are not currently used at the University. Manual.RCT079.HPA Functions for Self Pay Customer Service
17 ACTIONS BUTTON 1. The Actions button is located at the bottom of the Statement Overview screen. These button provides the user with additional tools to further access the patient s HPA account. Below are details of the tools available: a. Account Work provides the user with access to the AW screen to access the patient s entire HPA account. Manual.RCT079.HPA Functions for Self Pay Customer Service
18 b. Statement History link that provides details of the patient s statement history. c. FIFO Payment Posting will not be used by this department. d. Transaction Posting currently not operational. Manual.RCT079.HPA Functions for Self Pay Customer Service
19 HPA BUDGET PLANS GENERAL RULES (Per Hospital Patient Accounts Budget Plan Policy): 1. Budget Plans can only be established on current balances. 2. The minimum monthly payment is $50/mo. 3. The maximum time frame for repayment is 12 months. 4. The patient is required to have the first payment made on the account within 10 days of setting up the budget plan. 5. If a patient needs to add balances to their budget plan, the patient must call once they receive new statements from the University to include those in the existing budget plan. SETTING UP A NEW IN-HOUSE BUDGET PLAN 1. The user will access the AW (Account Work) screen of the patient s account and determine the total balance on the patient s account that needs to be incorporated into a budget plan. Only balances in self-pay FSCs can be included in budget plans; collection balances cannot be included. a. Example - COPAY, TWO currently has $ in self-pay balances that are eligible to be set up on a budget plan. Manual.RCT079.HPA Functions for Self Pay Customer Service
20 2. The user will need to change the FSC of each visit being newly included in the budget plan to FSC 99. Below are the steps involved in changing the FSC: a. From the Visit Billing Overview (PB) screen, the user will enter CF (Change FSC) in the action code prompt and press tab. b. In the ARFSC field, the user will change the existing self-pay FSC to 99 and then press tab. The user will then click OK to save the change. Manual.RCT079.HPA Functions for Self Pay Customer Service
21 c. The user will receive a pop-up message to indicate that the FSC is being changed. The user will click OK to proceed. The visit s FSC has then successfully been changed. Manual.RCT079.HPA Functions for Self Pay Customer Service
22 3. The user will then set up the budget plan in IDX. There are two methods for completing this process. Below are details of each, including when it is appropriate to utilize each method: a. Statement Overview Screen - recording a budget plan when a statement has generated: i. If a patient has received a statement from University Hospital for outstanding balances, the user would begin at the Statement Overview screen. The user would highlight Group 2 in the Statement Overview Grid and then click on the Budget Plan Detail button. ii. The user would then arrive at the Account Level Budget Payment Control screen to record the details of the budget plan. Manual.RCT079.HPA Functions for Self Pay Customer Service
23 iii. The user would verify that the self-pay balances calculated previously match the selfpay balances recorded on the Account Level Budget Plan screen. The user will then complete only one field on this screen, either the Budget Payment Amount field or the Number of Payments field. 1. When the Budget Payment Amount field is populated with a dollar amount, the Number of Payments field will auto-populate with the number of months for repayment based upon that dollar amount and the account balance. 2. When the Number of Payments field is populated with the number of months for repayment, the Budget Payment Amount field is populated with the monthly dollar amount for repayment of the account balance. 3. Whichever field is utilized, the user MUST ensure that the budget plan falls within the policy criteria of no more than 12 months of repayment and a minimum payment of $50 per month. IDX will autopopulate these fields. The user should verify that the S/P Balances match the previously determined account balance. Users will complete only one of these two fields. By completing one of these fields, IDX auto-fills the other field based upon the criteria entered. Manual.RCT079.HPA Functions for Self Pay Customer Service
24 iv. When the user fills in either the Budget Payment Amount or the Number of Payments fields and presses tab, additional fields will auto-fill and/or update their data. Below are details of those fields that will auto-populate: 1. Last Budget Pymt Date contains the date of when the last payment would be made on the account to satisfy the budget plan agreement. 2. Last Budget Pymt Amount contains the dollar amount of the last budget plan payment (which might be less than the normal monthly payment amount). 3. Payment Due Date contains the date of when the first/next payment should be received by in order to keep the account from default. 4. Next Statement Date contains the date of when the patient s next statement will generate, which changes after the budget plan criteria has been entered. Manual.RCT079.HPA Functions for Self Pay Customer Service
25 v. The user will then confirm that the patient agrees to the terms, including mailing in the first payment within 10 days, before clicking OK to save the budget plan set-up in IDX. vi. The user can confirm that the budget plan has been set up by refreshing the Current Statement Balance screen. The budget plan details will then appear in the Budget Plan section when Group 2 is highlighted in the grid. vii. Once the user has clicked OK to save the budget plan details, two other actions automatically occur: 1. IDX automatically resets the patient s dunning level to 1. 1 Manual.RCT079.HPA Functions for Self Pay Customer Service
26 2. An account level (AW) note will automatically be generated on the patient s account. b. Account Work (AW) Screen - recording a budget plan when a statement has NOT generated: i. When a patient has requested to set up a budget plan on account that has not yet generated a statement, the user would not be able to complete the process from the Current Statement Overview screen. Instead, the user would begin the process from the Account Work (AW) screen. Manual.RCT079.HPA Functions for Self Pay Customer Service
27 ii. From the AW screen, the user would click on the Actions button and then select the Statement Detail link. iii. From the Statement Detail screen, the user would click on the Actions button and then select the Budget Plan link. Manual.RCT079.HPA Functions for Self Pay Customer Service
28 iv. The user would then arrive at the Account Budget Plan Control screen. Since a statement has not been mailed to the patient, the user must complete the Override S/P Acct Bal field. The user should enter the total self pay balance to be included in the budget plan in this field and press tab. v. The user will then arrive at the Statement Schematic field. The user should click the magnifying glass to auto-fill this field. This field, as well as, the Payment Due Date and Frequency fields will all auto-fill. These fields are required to complete the budget plan. Manual.RCT079.HPA Functions for Self Pay Customer Service
29 vi. The user will then complete the budget plan as described in the above steps. Once all details have been recorded, the user would click OK to save the budget plan in the system. vii. Once the budget plan has been saved in this method, the dunning level will automatically be reset to 1 and the system will also record an AW note, just as with the other budget plan process. 4. The user will need to advise the patient to call back to add any additional balances to the budget plan, as this is not an automated process. Manual.RCT079.HPA Functions for Self Pay Customer Service
30 ADDING VISITS TO EXISTING BUDGET PLANS ADDING TO IN-HOUSE BUDGET PLANS 1. If a patient requests to add a new visit balance to an existing in-house budget plan, the user would need to review the patient s account for the new total balance. a. The addition of the new visit balances must be incorporated into the current budget plan. The patient s number of payments should NOT be changed. The user would need to increase the Budget Payment Amount to accomadate the additional visit balances. The user would make the appropriate changes on the Account Budget Plan Control screen and click OK to save the changes. b. The user would also then change the FSC of the new visit(s) to FSC 99 to complete the process. Please reference the SETTING UP NEW BUDGET PLANS section of the manual for additional instructions. 2. Important the user would NOT delete the previous budget plan to create a new budget plan. The user should only modify the existing budget plan data. Manual.RCT079.HPA Functions for Self Pay Customer Service
31 ADDING TO AGENCY BUDGET PLANS 1. HPA had been using Budget Monitoring companies when patients requested budget plans until February Some patients continue to have existing budget plans established with these companies. If a patient currently has a budget plan established with a budget monitoring company, that patient can choose to add new balances to that budget plan. To add the new visits to the budget plan, the user would need to complete different steps. Below are details of adding a new visit to a budget plan established with an agency: a. The user will access the AW (Account Work) screen of the patient s account and determine the total balance on the patient s account that needs to be incorporated into the budget plan. Once the new total balance is determined, the user would need to confirm the new monthly payment amount with the patient. The patient s number of payments should NOT be changed. The user would need to increase the monthly payment amount to accomadate the additional visit balances. Manual.RCT079.HPA Functions for Self Pay Customer Service
32 b. The user will need to change the FSC of each visit that is being added to the budget plan. The user would change the FSC to 2. Below are the steps involved in changing the FSC: i. From the Visit Billing Overview (PB) screen, the user will enter CF in the action code prompt and press tab. CF ii. In the ARFSC field, the user will change the existing self-pay FSC to 2 and then press tab. The user will then click OK to save the change. Manual.RCT079.HPA Functions for Self Pay Customer Service
33 iii. The user will receive a pop-up message to indicate that the FSC is being changed. The user will click OK to proceed. The visit s FSC has then successfully been changed. Manual.RCT079.HPA Functions for Self Pay Customer Service
34 c. The user will then need to leave an visit (NA) note on each visit that is being included in the budget plan that will be handled by the budget monitoring company. i. The note should contain the following information: the visit numbers included in the budget plan, the total balance of the budget plan, the monthly payment amount, the duration of the budget plan, and finally that the patient is aware that the budget monitoring company will be handling the budget plan for the patient. d. The user will also need to leave a note on the account level (AW) of the patient s account regarding the budget plan arrangements. Manual.RCT079.HPA Functions for Self Pay Customer Service
35 e. If a user encounters a visit that has already been placed in a Budget Monitoring FSC (823, 821, 830, 923, 921, 930), the user should NOT change the FSC to 2 as the agency already has that visit. The user will need to contact the budget monitoring agency to advise of the new budget plans details. This can be done either via or by phone call. Manual.RCT079.HPA Functions for Self Pay Customer Service
36 TE TRANSACTIONS HPA uses Transaction Entry to post adjustments to patient s accounts. Below is a list of the most commonly used TE adjustment types and the corresponding adjustment codes: *Denotes that the adjustment is only used by the Self-Pay team. Type of Adjustment Adjustment Code Small Balance Financial Assistance* Lien Settlements* Bankruptcy* Customer Service Negotiated Discounts Self Pay Discounts Catastrophic* SETTING UP THE HOSPITAL BATCH 1. Type the action code for Transaction Entry (TE) at any action code prompt and press Tab. The TE transaction can be used at the Patient Services action prompt or from the Patient Billing (PB) screen on the visit level action prompt. Manual.RCT079.HPA Functions for Self Pay Customer Service
37 2. The Transaction Entry Batch Creation screen appears. Type a G to generate a new batch of transactions. Then tab to the Description field and type in a description of the transactions that will occur for the batch (such as Financial Assistance). Then click OK. 3. On the next screen, the user should tab down to the Batch Duplication Fields. In the Transaction Date field, the user should enter today s date. Skip these fields Manual.RCT079.HPA Functions for Self Pay Customer Service
38 4. The user should establish a new batch for each Transaction Code (adjustment reason). The user should next specify a transaction code in the Batch Duplication Fields. The user can either choose the Transaction Code from the magnifying glass options or can type in the number associated with the Transaction Code. The user should then select OK. 5. At the next screen, the user will choose E Enter Transactions in the Action prompt. The user can either select Enter Transactions from the magnifying glass options or can type E into the field and then tab. Manual.RCT079.HPA Functions for Self Pay Customer Service
39 6. In the Patient field, the patient s name will auto-fill, however the user will type over the patient s name with the visit number associated with the transaction. Once the visit number appears in the Patient field, the user should tab. NOTE - To prevent creating AR counter issues, the user should NOT put the visit number directly in the Vis # field. 7. IDX will auto-fill the Vis# field and the user will arrive in the ARCTR field. The user should select the magnifying glass from this field to choose the correct AR counter. The user will highlight the correct ARCTR and select OK. The user will almost always choose the Z99 ARCTR, unless Z11 is the only payer. ARCTR options box will appear when using the dictionary in the ARCTR field. Manual.RCT079.HPA Functions for Self Pay Customer Service
40 8. The user will then arrive at the Date field. The user can tab through the Date field and the Code field as both of the fields should be auto-filled. The user can also tab past the Comment field and arrive at the Amount field. 9. In the Amount field, the user should type in the amount of money to be adjusted from the visit and tab. The amount should be listed in decimal format without a $. Manual.RCT079.HPA Functions for Self Pay Customer Service
41 10. Once the user arrives in the SA field, the balance on the visit should change and the user should select OK to save the transaction. NOTE If the user creates multiple ARCTRs on the visit, the user should HPA Appliers to resolve. 11. Once the user selects OK, the user can then use the Up Arrow to move back to the Patient field to complete another transaction. If another transaction in that batch is not required, then the user would select OK again. Manual.RCT079.HPA Functions for Self Pay Customer Service
42 12. The user would then arrive at the Batch Proof screen. The user would select OK. 13. The user will then arrive back at the screen from which the transaction began (in this case, the PB screen). The user can verify the transaction on the TI screen of the visit. Manual.RCT079.HPA Functions for Self Pay Customer Service
43 POSTING ADDITIONAL TRANSACTIONS FROM TE 1. Once the user enters their first transaction in Transaction Entry, a batch is created and can be accessed throughout the day by entering TE in any action code prompt. The user should click on the magnifying glass by the Batch # field to find the batch. 2. The following screen will appear. The user should select the appropriate established batch to complete an additional transaction. The user should highlight the correct batch and then click OK. NOTE If there is not a batch established for the type of transaction that is required, the user should generate a new batch instead of adding to an existing batch. Manual.RCT079.HPA Functions for Self Pay Customer Service
44 DELETING TRANSACTIONS FROM TE 1. To delete transactions, the user should enter TE into any action prompt. The user will need to select the Batch that contains the transaction that needs to be deleted. The user will bypass both the Batch Description and the Batch Duplication screens by clicking OK at each screen. At the Transaction Entry screen, the user should type a D in the Action field and then press the tab key. 2. The user will then arrive at the Transaction Batch Detail screen. This screen lists all transactions that have occurred in that batch. The user should click the check mark under the Seq Column next to the transaction to be deleted. Manual.RCT079.HPA Functions for Self Pay Customer Service
45 3. The user should then select the Delete Transaction hyperlink (or press D on the keyboard). Once this has been done, a pop-up box will appear to question if the user wants to delete all selected transactions. Select Yes. NOTE - Never click on the Delete All Txns hyperlink or press the T key on the keyboard. This will delete every transaction in the batch. 4. The Batch Detail screen will then confirm that the transaction has been deleted as **Deleted** will appear in the Description column. 5. If the user is done with deleting transactions, then select the OK button until the user returns to the Patient Services screen. Manual.RCT079.HPA Functions for Self Pay Customer Service
Recurring Payments CitiDirect BE SM
Recurring Payments CitiDirect BE SM A Simple, Easy Way to Schedule Recurring Payments User Guide Treasury and Trade Solutions Recurring Payments CitiDirect BE Table of Contents Table of Contents 1. Overview
More informationX-Charge Credit Card Processing
X-Charge Credit Card Processing OpenEdge (Formerly X-Charge) Payment Processing Setup... 1 Setting Permissions for Credit Card Processing... 1 Setting Up X-Charge Payment Processing in SuccessWare 21...
More informationChurch Contribution Getting Started Guide 2017 Icon Systems Inc.
Church Contribution Getting Started Guide IconCMO Church Software by Icon Systems Inc. Church Contribution Getting Started Guide All rights reserved. No parts of this work may be reproduced in any form
More informationProcessing Customer Credit Memos and Refunds
Processing Customer Credit Memos and Refunds If a job completed for a customer requires the processing of a refund or credit you can create a credit memo for the customer that will be reflected on the
More informationInsurer User Manual Chapter 9: Insurer Management
Insurer User Manual Chapter 9: Insurer Management 2017 HCAI Communications Table of Contents Chapter 9: Insurer Management General Business Rules... 4 Insurer Branch Management... 4 Adding a Branch...
More informationYou take care of your customers. We take care of you
You take care of your customers. We take care of you Changes to UK VAT Rate 25 th November 2008 Contents 1. INTRODUCTION... 1 2. CHANGE VAT RATE... 1 2.1 ADD ADDITIONAL VAT CLASS... 1 2.2 CHANGE VAT RATES...
More informationACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger
ACS YEAR-END FREQUENTLY ASKED QUESTIONS This document includes answers to frequently asked questions about the following ACS modules: General Ledger Payroll Accounts Payable Accounts Receivable General
More informationCitiDirect WorldLink Payment Services
CitiDirect WorldLink Payment Services User Guide June 2009 3 Contents Overview 2 Additional Resources 2 Basics Guides 2 Online Help 2 CitiDirect Customer Support 2 Sign on to CitiDirect Online Banking
More informationOMNI AR/Billing: Adjusting Invoices (Crediting & Rebilling) Detailed Business Process Guide ABILL3
OMNI AR/Billing: Adjusting Invoices (Crediting & Rebilling) Detailed Business Process Guide ABILL3 Use this document to understand how to correct a bill after it has been invoiced. This document shows
More informationClaim Preparation and Filing Overview for U.S.
Claim Preparation and Filing Overview for U.S. During the course of a patient visit, invoices will be created by various staff within the office. It is recommended that when an insurance invoice is created
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting Step-by-step Instructions 2013 Central Susquehanna Intermediate Unit, USA Table of Contents Introduction... 1 Liquidating Encumbrances...
More information( ) User Guide For New Trading Hall
(09.09.09) User Guide For New Trading Hall Kenanga Investment Bank Berhad Page 1 User Guide for New Trading Hall Table of Contents NEW TRADING HALL FEATURES 1. ORDER TAB Pg 3 2. GENERAL TAB Pg 4 3. EXCHANGE
More informationHow to Utilize Insufficiency Codes and Benefit Arrears Munis: Payroll
[MU-PR-12-A] How to Utilize Insufficiency Codes and Benefit Arrears Munis: Payroll CLASS DESCRIPTION When employees go on leave, or do not have sufficient earnings to cover their expected deduction withholdings
More informationeclinicalworks Training Eligibility Tool
eclinicalworks Training Eligibility Tool The ADI eclinicalworks database utilizes the Navicure clearinghouse for all eligibility and benefits queries. Eligibility is scheduled to run each night for the
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting Transfer Encumbrances Outstanding Acct. Rec. Invoices Step-by-step Instructions 2012 Central Susquehanna Intermediate Unit, USA Table
More informationFull Intake Form Financial Information
1. Financial Information A. Number in Household a. Enter the Number of People 18 and Over b. Enter the Number of People Under 18 2. Household Income B C D E A F G A applicant name (will already be filled
More informationLodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System)
Lodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing
More informationSewer Utility Billing System Created On: 3/16/2005 Last Revision: 3/16/2005
Opal Data Technologies, Inc. Sewer Utility Billing System Created On: 3/16/2005 Last Revision: 3/16/2005 Adding Sewer Assessment Accounts & Sewer Assessment Bills This document will review adding sewer
More informationAccounts Payable (A/P)
Accounts Payable (A/P) I. Introduction a. Definition b. Accounts II. Setting up A/P a. Vendor setup b. Pay Terms III. Entering bills and paying bill IV. How it will look and Useful reports V. Steps to
More informationVetXML - eclaims. New Feature Documentation
VetXML - eclaims New Feature Documentation P a g e 1 What does it do? VetXML is now fully integrated with Voyager. VetXML is a communication standard to make it easier for the veterinary profession to
More informationReturns and Voids. Option 1 When using a Credit Card Keyboard With the Sales Invoice Screen appearing, to Access the Return Function
Returns and Voids Option When using a Credit Card Keyboard With the Sales Invoice Screen appearing, to Access the Return Function. Push The Void / Return hot key on your POS Keyuboard Returns and Voids
More informationSetting up CareCredit Payment Type with CareCredit Currency Type
CareCredit Integration CareCredit users can now enter CareCredit payments and perform CareCredit refunds from within Eaglesoft, which will update in CareCredit s system. A CareCredit receipt will be automatically
More informationClaim Revenue Optimization - Ontario
................................................................................................... Claim Revenue Optimization - Ontario Pharmacy Technology Solutions January, 2015 Modify a Prescription
More informationBank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE. Last revised: 8/19/10 12:22 PM
Bank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE Last revised: 8/19/10 12:22 PM New World Systems 1 CONTENTS Contents... 1 Introduction... 3 System Administrator Guide... 4 Company
More informationWinHAP - Bank Direct Deposit Setup
WinHAP - Bank Direct Deposit Setup WinHAP has the functionality to allow you to setup landlords for Direct Deposit and create an ACH File for direct deposit payments. ACH stands for Automated Clearing
More informationAssociated Connect. Reference Guide: Quick Payments
Associated Connect Reference Guide: Quick Payments Page 2 of 14 Quick Payments Use the Quick Payments service to send, save and manage your ACH payments. Depending on your configuration, you can use Quick
More informationPROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version
Table of Contents Welcome to Budget Manager... 1 Budget Administrators... 2 Prerequisites for Completing a Budget... 2 Exporting Data... 2 User Setup and Permissions... 4 Fixed Asset Setup...10 Open Budget
More informationTRAVEL PORTAL INSTRUCTIONS
TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE
More informationClaim Revenue Optimization- Atlantic
................................................................................................... Claim Revenue Optimization- Atlantic Pharmacy Technology Solutions April, 2014 Modify a Prescription
More informationSeventh-day Adventist Church (SPD) Limited. The New Online SPD Tithes & Offerings Reporting System. Training Manual
Seventh-day Adventist Church (SPD) Limited The New Online SPD Tithes & Offerings Reporting System Training Manual Local Church Treasurers & Assistants Page 2 of 35 Version 1.1 Authorised By: Table of Contents
More informationSession 2 Front Desk Tasks
Session 2 Front Desk Tasks Agenda Front Desk Activities: Patient Search Manage Appointments Patient Registration Manage Recalls Patient Charts Manage Schedules Eligibility Checking Front Desk Screen Overview
More informationIntroduction to Client Online
Introduction to Client Online Trade Finance Guide TradeFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging In 4 Welcome
More informationUsing ERAs with Helper
Using ERAs with Helper Table of Contents Introduction to ERAs in Helper... 1 Getting Started with ERAs... 1 Set up Multi-User settings for ERAs... 1 Enter the ERA Payer ID in the Insurance Company Library...
More informationVision Computer Programming Services, Inc nd S N, Suite A Safety Harbor, FL
Vision Computer Programming Services, Inc. 801 2 nd S N, Suite A Safety Harbor, FL 34695 888-425-6964 email@visioncps.com www.visioncps.com How to use Auto-Billing in Member Tracking Auto-Billing in Member
More informationDUS DocWay TM Loan Documents User Guide. January 2019
DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...
More informationCredit Card Processing Guide
Credit Card Processing Guide A Guide For Processing Transactions With The Integrity Edge Software I Integrity Credit Card Processing Table of Contents Part I Credit Card Processing Setup 1 Part II Credit
More informationSaversPlus Processing Guide
SaversPlus Processing Guide (03-2017) 1 Table of Contents 1. Enrolling a driver in the my Driving Discount program 2. Change of email address 3. Vehicle Substitution with Principal Operator remaining on
More informationNEST Pension File Creation
NEST Pension File Creation Introduction... 2 NEST configuration... 3 Company configuration... 3 Employee Details configuration... 3 NEST Enrolling Workers... 4 Create a NEST Enrolling Workers file:...
More informationReference guide for small businesses
Small Business Superannuation Clearing House Reference guide for small businesses Contents Employer registration initial registration 2 Employer registration finalising registration 13 Employer default
More informationChanging the General Ledger Fiscal Year End
Changing the General Ledger Fiscal Year End (while retaining journal detail) Note: This document provides instructions to change the fiscal year end and import journal detail for the current fiscal year.
More informationRESOLV CONTAINER MANAGEMENT DESKTOP
RESOLV CONTAINER MANAGEMENT DESKTOP USER MANUAL Version 9.2 for HANA Desktop PRESENTED BY ACHIEVE IT SOLUTIONS Copyright 2016 by Achieve IT Solutions These materials are subject to change without notice.
More informationSage Bank Services User's Guide. May 2017
Sage 300 2018 Bank Services User's Guide May 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service
More information14. Roster Processing
14. Roster Processing Plan processing Roster processing Roster processing roster list You can create rosters by entering data manually or by using the file import capability. If you want to create the
More informationPolicy. Chapter 6. Accessing the Policy. Nexsure Training Manual - CRM. In This Chapter
Nexsure Training Manual - CRM Policy In This Chapter Accessing the Policy Adding a Thank You Letter Editing the Policy Adding, Editing and Removing Assignments Admitted Carrier Identification Summary of
More informationENTERING AUTOMOBILE FRINGE IN A SEPARATE PAYROLL: EMPLOYEE PAYING TAXES
ENTERING AUTOMOBILE FRINGE IN A SEPARATE PAYROLL: EMPLOYEE PAYING TAXES When calculating automobile fringe, you have the option to do so in a payroll cycle separate from your normal payroll. If you choose
More informationMorningstar Office User Manual: Handling Warnings in Transactional Accounts
Morningstar Office User Manual: Handling Warnings in Transactional Accounts This document provides a list of warning messages you might encounter when generating reports and provides recommended actions
More informationFIRST HOME QUOTE TUTORIAL 08/13/14
FIRST HOME QUOTE TUTORIAL 08/13/14 1 FIRST HOME QUOTE TABLE OF CONTENTS INTRODUCTION.... START A QUOTE ADDRESS ENTRY.. HOME TYPE (POLICY FORM) SCREEN NAVIGATION... BASIC INFO... Name Entry Construction
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT FIS Insurance Processing Learning Guide
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT FIS Insurance Processing Learning Guide 2017 Central Susquehanna Intermediate Unit, USA INTRODUCTION This Learning Guide will review the steps to process insurances
More informationEntering Cash Receipts
1 Customers: Using CounterPoint Entering Cash Receipts Overview Cash receipts are entered when payments are received on customer accounts. This document explains how to enter cash receipts using Customers
More informationMUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL. Y Walters B.Sc. (Math Science) Hons
MUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL 1 Y Walters B.Sc. (Math Science) Hons SUNDRY DEBTORS... 4 Enquiries... 4 Sundry Enquiries... 4 Account Search... 5 Master Files... 6 Account Master... 6 Account
More informationHow to do Month End Closing
How to do Month End Closing Access: Option 1: Desktop > Accounting Icon > Account Transactions > Option 2: Desktop > Accounting (on toolbar) > Operations > Account Transactions > Click on the Closing tab.
More informationUNIVERSITY OF OREGON. Steps and OPE Calculations For Data Entry to Banner Budget Development
UNIVERSITY OF OREGON Steps and OPE Calculations For Data Entry to Banner Budget Development Budget and Resource Planning 4/27/2016 Overview Banner budgeting does not allow budgeting of OPE within the Salary
More informationThe claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims.
P r a c t i c e M a t e M a n u a l 63 CLAIMS/BILLING TAB Your claim submissions are managed in the Claims/Billing Tab. Claims can be printed, deleted, submitted or unsubmitted here, and rejected or failed
More informationComplete Closing Enterprise Closing Disclosure Form
Complete Closing Enterprise Closing Disclosure Form VERSION 8.3 RamQuest.com 2015 RamQuest, Inc. Table of Contents Introduction... 5 Loan Estimate... 5 Closing Disclosure Form... 5 Accessing the CDF...
More informationThe benefits of using ExpressPAth for your practice include: Easy access. With 24/7 access, you can submit requests and get answers at any time.
Getting Started The 1199SEIU Benefit Funds (the Benefit Funds) are partnering with Care Continuum, an Express Scripts, Inc. company, to help manage prior authorization requests from providers for certain
More informationMember Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information
Manual Contents Registration Process Logging In Making a Donation Donation History Account Information This is the first screen you will see as a new user, and for future logins. First time users must
More informationUniversity of Wisconsin System SFS Business Process PO.2.07 PO Year-End Processing. Contents. PO Year-End Processing Overview
Contents PO Year-End Processing Overview... 1 Process Detail... 2 I. Identify Purchase Orders to Close... 2 II. Close Purchase Order Identified in Section I... 7 III. Budget Check the Closed Purchase Orders...
More informationManage Credit Memos. User Guide - Table of Contents Summer Edition. Overview. Use Case. Accessing the Tool. Entering Credit Memos
2016 - Summer Edition User Guide - Table of Contents Overview Use Case Accessing the Tool Entering Credit Memos Posting Credit Memo Batch Editing Credit Memos Deleting Credit Memos Common Questions and
More informationMoney Management (MX) Frequently Asked Question s
Money Management (MX) Frequently Asked Question s Account Maintenance How do I get rid of duplicate accounts? How do I permanently delete an account? How do I hide/exclude an account? How do I rename my
More informationFLORIDA SURPLUS LINES SERVICE OFFICE. IPC Procedures Manual
FLORIDA SURPLUS LINES SERVICE OFFICE IPC Procedures Manual December 2016 TABLE OF CONTENTS 1. INTRODUCTION... 4 1.1. Purpose of this Document...4 1.2. Intended Audience...4 1.3. FSLSO Contact Information...4
More informationIntroduction to Client Online
Introduction to Client Online Bibby Factors International Guide 1 InternationalFactoringNewClientBibbyUKopsSept15 Introduction 3 Logging In 5 Welcome Screen 6 Navigation 7 Viewing Your Account 9 Invoice
More informationIntroduction to Client Online
Introduction to Client Online Construction Finance Guide ConstructionFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging
More informationCREATING SECONDARY CLAIMS IN SERVICE CENTER
CREATING SECONDARY CLAIMS IN SERVICE CENTER Page 1 To find payers who accept secondary claims, go to the Resource Center> Payer List, and look for the indicator Y in the SEC column. This indicates that
More informationOfficeweb Adviser Charging. User Guide
Officeweb Adviser Charging User Guide 1 INTRODUCTION... 3 PROVIDER FACILITATED CHARGE... 4 How to add a Provider Facilitated Charge Initial Fee... 4 How to add a Provider Facilitated Charge - On-Going
More informationCorrespondent XChange SM Functionality Manual. April 2019
SM Functionality Manual April 2019 Table of Contents Overview of SM... 2 Third Party Process Flow for the... 2 Originator Pipeline, Navigation and Functions... 2 Create and Access Loans in Loan Selling
More informationPatient Setup Screen
The Patient Setup Screen is used to create a new patient chart or modify an existing patient s chart. After opening the Patient Setup screen you will have the ability to choose the correct Patient Tab
More informationUser Guide for Pricing Engine
User Guide for Pricing Engine Version 1.2 Effective Date: 02/27/2019 Contents 1.0 STEPS TO ACCESS SEEMYLOANSTATUS... 2 2.0 SUBMITTING LOCK REQUEST... 4 2.1 STEPS TO REQUEST LOCK ON A NEW LOAN... 4 2.2
More informationSage Bank Services User's Guide
Sage 300 2017 Bank Services User's Guide This is a publication of Sage Software, Inc. Copyright 2016. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names
More informationChapter 18. Indebtedness
Chapter 18 Indebtedness This Page Left Blank Intentionally CTAS User Manual 18-1 Indebtedness: Introduction The Indebtedness Module is designed to track an entity s indebtedness. By entering the principal
More informationCanadian Configurations
C When converting an existing FTD Mercury system to take advantage of the new features provided in FTD Mercury 7.1 or later, you must perform the following configurations: 1 Set the Store to Canada 2 Set
More informationTopic Keep your Finger on the Pulse: Monitoring the Activity in your NextGen PM System Level Practice Management 300
Presenter(s): Stacy Stenger PM Corporate Trainer Topic Keep your Finger on the Pulse: Monitoring the Activity in your NextGen PM System Level Practice Management 300 Safe Harbor Provisions/Legal Disclaimer
More informationRev 7/20/2015. ClaimsConnect Rejection Guide
ClaimsConnect Rejection Guide Helper Client, The purpose of this document is to assist you in accelerating the resolution of claim rejections. We have identified the most frequent rejection messages, and
More informationKuali Financial SystemsCapital Asset Management (CAM)
Kuali Financial SystemsCapital Asset Management (CAM) A Procedural Guide for equipment purchases, location changes, loans, transfers, and gifts Inventory Control Office 2017 Table of Contents CAM Function/
More informationMunis General Ledger. Procedural Documentation. For more information, visit
Munis General Ledger Procedural Documentation For more information, visit www.tylertech.com. TABLE OF CONTENTS Chart Manager... 3 Account Master... 12 General Journal Entry/Proof... 25 Recurring General
More informationWORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES
KNOWLEDGE Builders WORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES In the case of your death, your life and accidental death & dismemberment policy is payable to the beneficiary(ies) that you designate.
More informationSPECIAL FEATURES AND RECENT CHANGES
SPECIAL FEATURES AND RECENT CHANGES START This PDF will briefly show you some special features and recent changes to Asset Keeper Pro. SPECIAL FEATURES AND RECENT CHANGES Page 1 TRADE MORE THAN ONE ASSET
More informationGuide to Credit Card Processing
CBS ACCOUNTS RECEIVABLE Guide to Credit Card Processing version 2007.x.x TL 25476 (07/27/12) Copyright Information Text copyright 1998-2012 by Thomson Reuters. All rights reserved. Video display images
More informationEntering Payments in Aprima PRM
Entering Payments in Aprima PRM Introduction The Insurance Payment and Responsible Party Payment windows are very similar in their look and functionality, but there are some differences. The differences
More informationAmazing Charts PM Billing & Clearinghouse Portal
Amazing Charts PM Billing & Clearinghouse Portal Agenda Charge Review Charge Entry Applying Patient Payments Claims Management Claim Batches Claim Reports Resubmitting Claims Reviewing claim batches in
More informationPosting Deposits in Munis Monroe County, WI
2014 Posting Deposits in Munis Monroe County, WI The Treasurer s Office is responsible to the proofing and posting of receipt batches. This documents outlines the daily deposit procedure in Munis. Staff,
More informationesa-p EXTENDED GUIDE How to SUBMIT and APPROVE an Advance Payment Request
esa-p EXTENDED GUIDE How to SUBMIT and APPROVE an Advance Payment Request esa-p Extended Guide How to SUBMIT and APPROVE an Advance Payment Request CHANGE LOG REASON FOR CHANGE VERSION DATE PARAGRAPH(S)
More informationProcessing Scheduled Payments in ContrOCC
Processing Scheduled Payments in ContrOCC This guide explains how to process Scheduled Payments in ContrOCC. Requires: Notes: Authorised Care Package Line Items exist in ContrOCC. Contracts have Contract
More informationMSI General Ledger Version 7.5
MSI General Ledger Version 7.5 User s Guide Harris Local Government 1860 W. Winchester Road, Ste 204 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property
More informationVersion Setup and User Manual. For Microsoft Dynamics 365 Business Central
Version 1.0.1.0 Setup and User Manual For Microsoft Dynamics 365 Business Central Last Update: October 26, 2018 Contents Description... 4 Features... 4 Cash Basis versus Accrual Basis Accounting... 4 Cash
More informationREFERENCE GUIDE. SAL Collections Module for Clients. November 2014 MLH PRODUCT TRAINING
REFERENCE GUIDE for Clients November 2014 MLH Page 1 of 34 Contents Introduction... 4 Configuring Auto Agency Placement... 5 Turning On/Off Agency Turnover on a Fund... 5 Collector Menu... 7 Agency Fees...
More informationBudget - By Salesperson
Budget - By Salesperson Entering a budget is easy. Follow these five steps to get started. Version 2013.12.21.01 1 Create a template. Before you can enter a budget, you first need to create a template.
More informationSolar Eclipse Accounts Receivable. Release 9.0.3
Solar Eclipse Accounts Receivable Release 9.0.3 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints,
More informationBudget Workbook for Agencies Job Aid
Budget Workbook for Agencies Job Aid The process flow below outlines the steps which need to be completed in order for the Budget Definition to become a Budget Contract. Agency Supplier Budget Definition
More informationElectronic Data Interchange (EDI) ELIGIBILITY
Electronic Data Interchange (EDI) ELIGIBILITY Web 4.0 University of Miami Business Information Management Systems Software Version 4.0 Document Version 1.0 February, 2008 File Name: Eligibility cknowledgments
More informationUniversity of Wisconsin System SFS Business Process PO.2.08 New Fiscal Year PO Entry
Contents New Fiscal Year Purchase Order (PO) Entry Overview... 1 I. New Fiscal Year Purchase Order Entry via the Express PO Entry Page... 2 II. Important Reminders... 5 III. Run Queries... 6 Revision History...
More informationEmployer Portal epayment User Guide
Employer Portal epayment User Guide Table of Contents Introduction to epayment... 3 Access the epayment Site... 3 Navigate the epayment Site... 4 Account Summary... 5 Outstanding Invoices... 5 Scheduled
More informationCABS New Employee Benefits Enrollment Guide. Coventry Corporate Benefits
CABS New Employee Benefits Enrollment Guide Coventry Corporate Benefits Table of Contents Overview Initial Login Screen Welcome Screen Personal Information screen (Adding Dependents and Beneficiaries)
More informationOVERVIEW GUIDE TO HOME COUNSELOR ONLINE NATIONAL FORECLOSURE MITIGATION COUNSELING (NFMC) FEATURES
OVERVIEW GUIDE TO HOME COUNSELOR ONLINE NATIONAL FORECLOSURE MITIGATION COUNSELING (NFMC) FEATURES WHO SHOULD USE THIS OVERVIEW GUIDE? WHAT IS NFMC? This overview guide contains information for Home Counselor
More informationTAX GROUP USER GUIDE (REGISTRATION, AMENDMENT AND DE- REGISTRATION) December 2017
TAX GROUP USER GUIDE (REGISTRATION, AMENDMENT AND DE- REGISTRATION) December 2017 Contents 1. Brief overview of this user guide... 3 2. Creating and using your e-services account... 4 2.1 Create an e-services
More informationWeb-Based Budgeting Departmental User Manual
North Dakota State University Web-Based Budgeting Departmental User Manual PeopleSoft Web-Based Budgeting (WBB) 4-18-2018 Web Based Budgeting Departmental Operating Budget Entry for Non-Appropriated Funds
More informationH o r i z o n C i r c u l a t i o n B a s i c s
H o r i z o n C i r c u l a t i o n B a s i c s I n t r o d u c t i o n I n T h i s M a n u a l L e a r n A b o u t : Borrower Records Checkout Blocks This manual provides training for Horizon Circulation
More informationMMF Investment Policy Management
MMF Investment Policy Management Citibank Online Investments Transaction Services MMF Investment Policy Management Table of Contents Table of Contents Money Market Funds Investment Policy Management...2
More informationWashington State Requirements
Washington State Requirements Release 7.0 SP3/FP5 Training/User Guide Revised: 06/23/11 2011 New World Systems Corporation. All Rights Reserved. All rights reserved. Information within this document is
More informationBBPadmin s WebCOBRA On Demand Employer User s Guide. BBPadmin s Employer User s Guide to
BBPadmin s Employer User s Guide to 1 Table of Contents Introduction to Employers... 5 Chapter 1: Getting Started... 6 Purpose of WebCOBRA... 6 For Employers... 6 For Participants... 6 Getting Started
More informationFees. Family Fees. Family Fees - Filter by Members
Fees (Portal) This is a quick guide for family online payments. If you need further detail please click on this link to more detailed instructions. The Fees tab provides a list of all fees assigned to
More information