Claim Revenue Optimization - Ontario

Size: px
Start display at page:

Download "Claim Revenue Optimization - Ontario"

Transcription

1 Claim Revenue Optimization - Ontario Pharmacy Technology Solutions January, 2015

2 Modify a Prescription The Claim Revenue Optimization (CRO) is an integrated function in PharmaClik Rx that will help enhance your pharmacy s margin with minor changes to the way you fill prescriptions When a prescription is filled CRO determines if there are potential errors in the claim that may result in the loss of money If there is a potential error the claim will be returned as a Pre-Edit window message It is required that the user take action through the Pre-Edit window, which will provide clear instructions on which appropriate modifications need to be made to the claim It is possible to override, pend or modify a prescription through the Pre-Edit response window 1. Fill a prescription until the Pre-Edit window appears. 2. Press or click the Print button. 3. Press or click Go To Rx. 4. Modify the prescription as required. 5. Fill the prescription. 6. Update the DIN as necessary. McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 2

3 Pend an Edit Using the Pend function allows action on a claim to take place at a later time. 1. Fill a prescription until the Pre-Edit window appears. 2. Press or click the Print button. 3. Press or click the Pend button. The prescription will be stored on the Workbench in the Pending tab with a status of INCOMPLETE 4. When ready to modify the prescription, highlight it in the Pending tab then press or click the Detail button. 5. Modify the prescription as required. 6. Fill the prescription. 7. Update the DIN as necessary. Override an Edit If a Pre-Edit messages can be skipped if you choose not to respond to the recommendation. 1. Fill a prescription until the Pre-Edit window appears. 2. Press or click the Print button. 3. Press or click the Skip Edit button. The prescription will process as usual and will appear on your bi-weekly report To manually override an edit, enter a * in the Special Auth # field for the first online third party in the bill code McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 3

4 Response Codes One or more of the following response codes may be returned when submitting claims online Follow the steps to resolve the issue and to prevent these codes from reappearing on future claims *D Cost-to-Operator Pricing Edit (PRIVATE 3 rd Party) The current list price of the drug is higher than what you are billing. 1. Verify the drug cost with your supplier. 2. In Rx Detail of the prescription go into the Drug folder and update the price in the Inventory tab. 3. Fill the prescription. *F Replacement Cost Pricing Edit (ODB) ODB have recently accepted a MI intervention code which means no interchangeable is available for this medication Submitting the claim at acquisition cost with no markup may result in a higher profit margin Use same steps as identified below *G Replacement Cost Pricing Edit *G Replacement Cost Pricing Edit (ODB) Claim may be eligible for an MI intervention code Submitting the claim at acquisition cost with no markup will result in a higher profit margin 1. Press or click the Revert button. 2. If the Acq Cost prompt appears, press or click the Yes button. a) If the prompt does not appear, open the Drug folder and enter the lowest generic price in the Prov $ field. b) Press or click OK to return to Rx Detail. c) Press or click Yes to the Acq Cost prompt. 3. Fill the prescription. McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 4

5 Response Codes (cont d) *L Government Formulary Pricing Edit (ODB & PRIVATE 3 rd Party) The prescription is being submitted to the drug plan at less than the government formulary price 1. Verify the drug cost with your supplier. 2. In Rx Detail of the prescription go into the Drug folder and update the price in the Inventory tab. 3. Fill the prescription. 4. Verify that your pricing and variable pricing rules are set up correctly in PharmaClik Rx. *M Government Formulary Pricing Edit (ODB) The claim is incorrectly being submitted with an MI intervention code The price should be the provincial price plus an 8% markup 1. Press or click the Third Party tab in Rx Detail. 2. Remove the MI intervention code. 3. Fill the prescription. McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 5

6 Response Codes (cont d) *U DIN Deduced Edit (ODB & Private 3 rd Party) The claim is eligible for a higher reimbursement if the correct pseudo DIN is submitted to the third party You must change the Pseudo DIN being submitted in order to receive the correct payment 1. Press or click the Third Party tab within Rx Detail. 2. Enter the correct Pseudo DIN in the Alternative DIN field. 3. From the Main tab in Rx Detail, press or click the Drug Folder. 4. Press or click the TP Rules button. 5. Add the correct Pseudo DIN into the appropriate third party s PIN field. 6. Press or click OK to return to Rx Detail. 7. Fill the prescription. McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 6

7 Response Codes (cont d) *X Minimum Total Cost (ODB & Private 3 rd Party) The Minimum Total Cost edit helps protect your profits by validating the submitted cost on the prescription against the expected minimum total cost (MTC) for the pack size being dispensed. Validates that the correct quantity was submitted for the prescription. If quantity being submitted is correct, ensure T.P. Rules in the drug file is submitting the correct T.P. Quantity 1. Press or click the Main tab in Rx Detail. 2. Ensure the correct quantity has been submitted in the Qty field. If the correct quantity was submitted, ensure correct setup of the T.P. Qty in the TP Rules button within the Drug folder 3. From the Main tab in Rx Detail, press or click the Drug Folder. 4. Press or click the TP Rules button. 5. Ensure the setup of the TP Qty being submitted is the correct quantity. 6. Press or click OK to return to the Drug folder. 7. Press or click OK to return to Rx Detail. 8. Press or click the Fill button. McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 7

8 Response Codes- Bi-weekly Excel Reports ONLY *N & *O Payer Accepted Cost Pricing Edit (ODB & PRIVATE 3 rd Party) The third party has accepted more than what you are submitting for this claim This response code will only appear on your bi-weekly Excel report 1. Verify the drug cost with your supplier and then update the Drug folder in PharmaClik Rx. 2. Verify that your pricing and variable pricing rules are set up correctly in PharmaClik Rx. 3. Rebill the prescription with the new drug cost. McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 8

9 Post Edit Response Codes Post Edit response codes will appear on your bi-weekly reports and can be corrected afterwards. C = Captured An edit code of C on your bi-weekly reports could be for 2 different reasons: 1. This claim qualified for a reject but the opportunity value was below $1.00. To correct, update DIN and rebill, if possible 2. Payer accepted amount. To correct, analyze markup in Pricing tabs RO = Reject Override An edit code of RO can happen for two different reasons: 1. Skip Edit The Skip Edit button was selected at the time of filling, therefore it was recorded as a missed value Skip Edits with the same prescription number will appear with 2 lines on the bi-weekly report as R and RO in the Edit Action column Investigate why reject was skipped Rebill if appropriate 2. Batch Filled Rx s Prescriptions filled in a batch are automatically overridden by CRO Only appear as RO in the Edit Action column on weekly reports Rebill if appropriate R = Reject Claim was rejected by CRO and the edit screen was displayed This is considered a Realized Value Claim already corrected at the time of filling McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 9

Claim Revenue Optimization- Atlantic

Claim Revenue Optimization- Atlantic ................................................................................................... Claim Revenue Optimization- Atlantic Pharmacy Technology Solutions April, 2014 Modify a Prescription

More information

Filling an AADL Prescription

Filling an AADL Prescription ................................................................................................... Filling an AADL Prescription Pharmacy Technology Solutions May, 2013 Filling New Prescriptions: Filling

More information

Cash Management Balancing Cashier Tills

Cash Management Balancing Cashier Tills ................................................................................................... Cash Management Balancing Cashier Tills Pharmacy Technology Solutions Issued July 2014 Cash Management

More information

RESOLV CONTAINER MANAGEMENT DESKTOP

RESOLV 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 information

Officeweb Adviser Charging. User Guide

Officeweb 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 information

Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information

Member 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 information

NextGen Trustee Receipting

NextGen Trustee Receipting NextGen Trustee Receipting This class will cover Miscellaneous and Property Tax receipting. We will review the receipting processes as well as how to properly handle corrections for receipts entered with

More information

About Year End Processes

About Year End Processes About Year End Processes Preparation for Year End Closing Year end closing in Microsoft Dynamics NAV involves three steps: 1. Closing the fiscal year using the Accounting Periods option. 2. Generating

More information

Lender Connect Collaboration

Lender Connect Collaboration Lender Connect Collaboration When working in files that were originated via RealEC/Closing Insight, the Lender will send over a Closing product with Event Code 431 - Closing Instructions. Below provides

More information

ACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger

ACS 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 information

How to Log a customer reject/return, resolve it & raise a Non Conformance Report (NCR).

How to Log a customer reject/return, resolve it & raise a Non Conformance Report (NCR). How to Log a customer reject/return, resolve it & raise a Non Conformance Report (NCR). The first step is to log a customer return. From the Stores ribbon select Dispatches. From the Dispatches ribbon

More information

XactContents Quick Start Guide

XactContents Quick Start Guide Payment Tracker Payment Tracker The Payment Tracker allows you to record and track ACV/RCV, Loss of Use, and Advance Payments. This can be very helpful in keeping all payments made to the insured organized.

More information

Creditors / Suppliers

Creditors / Suppliers Arch User Guide ver. 25 Classification: Document History Date Version Changed By Details 2015-03-09 1.0 Karl van Niekerk Created Document 2015-07-09 1.1 Karl van Niekerk Updated Document Document Version

More information

Accounting with MYOB Accounting Plus v18. Chapter Four Accounts Payable

Accounting with MYOB Accounting Plus v18. Chapter Four Accounts Payable Accounting with MYOB Accounting Plus v18 Chapter Four Accounts Payable Recording a Purchase Important Points A Purchase is obtaining goods for re-sale. Purchases are obtained from Suppliers. Amounts owed

More information

Managing North American Title Policy Jacket Transactions in SoftPro 360

Managing North American Title Policy Jacket Transactions in SoftPro 360 Managing North American Title Policy Jacket Transactions in SoftPro 360 How to Submit a Transaction to North American Title North American Title Insurance Company, an underwriter that will issue Title

More information

MMF Investment Policy Management

MMF 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 information

To see a 1 page summary of the following documentation, go to the last page.

To see a 1 page summary of the following documentation, go to the last page. You may choose to pay the premiums on life insurance coverage for your employees. There are many different types of life insurance plans that an employer can provide, Group Permanent Life, Whole Life,

More information

MYOB Exo Employer Services

MYOB Exo Employer Services MYOB Exo Employer Services Payday Filing Last modified: 18 March 2019 Contents Payday Filing 1 Setting up Payday Filing 1 Registering for Payday Filing... 1 Setting up Exo Payroll... 2 Processing Payday

More information

Independent Sales Associate Direct Deposit Administration User Guide

Independent Sales Associate Direct Deposit Administration User Guide Independent Sales Associate Direct Deposit Administration User Guide 1 Contents Direct Deposit Administration... 3 Accessing Direct Deposit Admin for First Time Users... 3 Setting Up a New Bank Account...

More information

Chapter 18. Indebtedness

Chapter 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 information

Third Party Transaction Services. December 2017

Third Party Transaction Services. December 2017 December 2017 Table of Contents Overview of... 0 Overview of... 2 Process Flow... 2 Adding and Accessing Loans in Loan Selling Advisor... 2 Originator Pipeline... 3 Evaluate Loans... 4 View Evaluation

More information

Recurring Payments CitiDirect BE SM

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 information

WinHAP - Bank Direct Deposit Setup

WinHAP - 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 information

Objective. Overview. Prerequisites. Procedure

Objective. Overview. Prerequisites. Procedure Module: Accounts Receivable Topic: Payment Processing Miscellaneous Cash Receipt Entry MUNIS Version 7 Objective This document provides step-by-step instructions on how to enter miscellaneous cash receipts.

More information

EMV Credit Card Instructions

EMV Credit Card Instructions INTRODUCTION This document provides instructions for the processes involving EMV credit cards, including how to: Create Tokens for EMV credit cards in Receivables Maintenance or Address Maintenance Process

More information

How To Guide X3 Bank Card Processing Sage Exchange

How To Guide X3 Bank Card Processing Sage Exchange How To Guide X3 Bank Card Processing Sage Exchange Table of Contents Introduction... 2 Credit Card Parameters GESXA0... 3 Payment Types GESTPY... 6 Invoicing Method GESBPC... 6 Sales Order Processing -

More information

MUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL. Y Walters B.Sc. (Math Science) Hons

MUNSOFT 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 information

Best Practice Recommendation for

Best Practice Recommendation for Best Practice Recommendation for Exchanging & Processing about Pharmacy Benefit Management Version 020915a Issue Date Version Explanation 10-20-2014 First Release 02-09-15 Clarify language under Health

More information

Here are some special notes and rules good to know before you proceed: NOTE: In the new year you can edit or update any GL Codes if necessary.

Here are some special notes and rules good to know before you proceed: NOTE: In the new year you can edit or update any GL Codes if necessary. CLOSE YEAR PREREQUISITES In order to ensure a smooth transition of closing your fiscal year to opening a new, Pentagon 2000 Software has recommended prerequisites to accommodate your accounting practices

More information

Management Setup & Quick Start Guide. Sub heading i.e version xxx. Grower Edition Gatekeeper Version 3.5 June 2016

Management Setup & Quick Start Guide. Sub heading i.e version xxx. Grower Edition Gatekeeper Version 3.5 June 2016 Title Stock of Reconciliation document and Sub heading i.e version xxx Management Setup & Quick Start Guide Grower Edition Gatekeeper Version 3.5 June 2016 www.farmplan.co.uk 01594 545022 Gatekeeper@farmplan.co.uk

More information

How to Journalize using Data Entry

How to Journalize using Data Entry Steps Essential to Success 1. Print a copy of the Problem you intend to complete. To do so, go to the software log-in page and click on Download Student Manual button, click on the Problem to open it.

More information

SaversPlus Processing Guide

SaversPlus 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 information

Set Up and Generate Payroll Direct Deposits (Canada)

Set Up and Generate Payroll Direct Deposits (Canada) Set Up and Generate Payroll Direct Deposits (Canada) Direct deposits in Sage 300 CRE is a process by which you generate a text file to electronically submit to your bank(s) as well as print notifications

More information

Accounts Receivables Accruals

Accounts Receivables Accruals Accounts Receivables Accruals For FY16 June 16, 2016 Information Technology Understanding the Accrual Process The goal of year-end accrual process is to recognize revenues and expenses in the period in

More information

PharmaClik POS Till Quick Reference Guide

PharmaClik POS Till Quick Reference Guide Signing on to the Till- Start of Day 1) Type your User Code > Press the key 2) Type your Password > Press the key 3) Click the Till Apps & Parameters icon 4) Double-click the Till function button Editing

More information

Viewing Fees. PATH: Portal > Family > Payments

Viewing Fees. PATH: Portal > Family > Payments PATH: Portal > Family > Payments The Payments tool allows users to make online payments for fees and/or deposit money into food service accounts for members of a household. If this feature is used by a

More information

Microsoft Dynamics GP Year-End Close. Manual

Microsoft Dynamics GP Year-End Close. Manual Microsoft Dynamics GP Year-End Close Manual 2017 Contact FMT Consultants Support Customer Care customercare@fmtconsultants.com (760) 930-6400 option 1 Sales Felipe Jara fjara@fmtconsultants.com (760) 930-6451

More information

How to use the "Advance Alert" Function in. Updated 21/11/2559

How to use the Advance Alert Function in. Updated 21/11/2559 How to use the "Advance Alert" Function in Updated 21/11/2559 How to use the Advance Alert Function Advance Alert is new function in the real-time ZNet Plus program to increase convenience and effectiveness

More information

Customer Refunds. Reference Guide For Versions Last Revised: December 29, SedonaOffice

Customer Refunds. Reference Guide For Versions Last Revised: December 29, SedonaOffice Reference Guide For Versions 5.7.24+ Last Revised: December 29, 2015 SedonaOffice 8401 Chagrin Blvd. Suite 15B 45185 Joy Road Chagrin Falls, OH 44023 Canton, MI 48187 440.247.5602 Table of Contents About

More information

The 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.

The 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 information

Vivid Reports 2.0 Budget User Guide

Vivid Reports 2.0 Budget User Guide B R I S C O E S O L U T I O N S Vivid Reports 2.0 Budget User Guide Briscoe Solutions Inc PO BOX 2003 Station Main Winnipeg, MB R3C 3R3 Phone 204.975.9409 Toll Free 1.866.484.8778 Copyright 2009-2014 Briscoe

More information

Making an Online Payment

Making an Online Payment Making an Online Payment PATH: Portal > Family > Payments The Payments tool allows Portal users to make online payments to fees and/or food services incurred by members of a household. If this feature

More information

Notice from the Executive Officer: Update on Claims Submission for Valved Holding Chambers through the Ontario Drug Benefit Program

Notice from the Executive Officer: Update on Claims Submission for Valved Holding Chambers through the Ontario Drug Benefit Program Ontario Public Drug Programs Notice from the Executive Officer: Update on Claims Submission for Valved Holding Chambers through the Ontario Drug Benefit Program September 25, 2018 This is an update to

More information

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS Creditor ments QUICK START GUIDE CREDITOR PAYMENTS 1 Creditor ments Our easy to use guide will get you up and running in no time! Index: Page: 2 Login 3 Load creditors 5 Add a creditor batch 6 Obtain a

More information

Sage Tax Services User's Guide

Sage Tax Services User's Guide Sage 300 2017 Tax 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 information

Returns 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 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 information

MBS ARC Buyback. Adding a Wholesale Book during Buyback

MBS ARC Buyback. Adding a Wholesale Book during Buyback Adding a Wholesale Book during Buyback A title without a current wholesale value may still be available to buy wholesale for MBS. These titles require verification with MBS Inventory Control to ensure

More information

ShelbyNext Financials: Credit Card Tracking (Course #N211)

ShelbyNext Financials: Credit Card Tracking (Course #N211) ShelbyNext Financials: Credit Card Tracking (Course #N211) Presented by: Dave Heston Shelby Consultant 2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of

More information

ENTERING AUTOMOBILE FRINGE IN A SEPARATE PAYROLL: EMPLOYEE PAYING TAXES

ENTERING 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 information

Making an Online Payment

Making an Online Payment Making an Online Payment Viewing Fees Fee Payments Optional Fee Payments Deposit Money into a Food Service Account Printing Account Details PATH: Portal > Family > Payments The Payments tool allows users

More information

Sage Bank Services User's Guide. May 2017

Sage 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 information

Sage Bank Services User's Guide

Sage 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 information

Morningstar Office User Manual: Handling Warnings in Transactional Accounts

Morningstar 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 information

Player Exclusion Utility. User Guide

Player Exclusion Utility. User Guide Player Exclusion Utility User Guide Copyright 2008 Player Exclusion User guide Table of Contents 1 Introduction...1 2 Regulatory Requirements...1 3 Features Of Player Exclusion...2 4 Using Player Exclusion...4

More information

LINK System Customer Interface. Capacity Release Bid Information

LINK System Customer Interface. Capacity Release Bid Information Capacity Release Bid Information 1 Glossary Create a Bid Bid Terms Tab Bid Quantity Tab Bid Segment Tab Bid Rates Tab Confirm Pre-Arranged Bid Bid List 2 Bid Information The Bid Maintenance screen allows

More information

Using ERAs with Helper

Using 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 information

X-Charge Credit Card Processing

X-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 information

Setting up CareCredit Payment Type with CareCredit Currency Type

Setting 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 information

CashManager Home. Getting Started and Installation Guide

CashManager Home. Getting Started and Installation Guide CashManager Home Getting Started and Installation Guide 1. Place the CD in your computer s CD drive and install CashManager. If a window pops up stating that the publisher could not be verified, click

More information

MYOB Exo Employer Services

MYOB Exo Employer Services MYOB Exo Employer Services Single Touch Payroll Last modified: 15 June 2018 Contents Single Touch Payroll 1 Setting up Single Touch Payroll 1 Configuring System Settings... 1 General Settings... 2 Payer

More information

Associated Connect. Reference Guide: Quick Payments

Associated 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 information

HPA FUNCTIONS. For Self-Pay & Customer Service RCT079

HPA FUNCTIONS. For Self-Pay & Customer Service RCT079 HPA FUNCTIONS For Self-Pay & Customer Service RCT079 Table of Contents CURRENT STATEMENT BALANCE HYPERLINK... 3 STATEMENT BALANCES... 5 LAST PATIENT PAYMENT... 7 BUDGET PLAN... 9 COMMENTS/NOTES... 11 ACTIONS

More information

1. Asset Maintenance

1. Asset Maintenance 1. Asset Maintenance Table of Contents Asset Maintenance... 2 The General tab... 3 The Accounts tab... 6 The Notes tab... 7 Click on 1. Asset Maintenance from the Main Menu and the following window will

More information

Module: Budget Processing Topic: Next Year Budget Entry Next Year Budget Entry Munis Version 11

Module: Budget Processing Topic: Next Year Budget Entry Next Year Budget Entry Munis Version 11 Module: Budget Processing Topic: Next Year Budget Entry Next Year Budget Entry Munis Version 11 Objective This document provides instructions on how to enter next year budget requests. Overview Departments

More information

CABS New Employee Benefits Enrollment Guide. Coventry Corporate Benefits

CABS 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 information

OMNI AR/Billing: Adjusting Invoices (Crediting & Rebilling) Detailed Business Process Guide ABILL3

OMNI 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 information

Getting Started. Enter Patient Information/Check Eligibility. To perform a Coverage Inquiry, open your browser, go to

Getting Started. Enter Patient Information/Check Eligibility. To perform a Coverage Inquiry, open your browser, go to Medicare part D Coverage Inquiry Manual Getting Started To perform a Coverage Inquiry, open your browser, go to www.mytransactrx.com Click on Menu, Part D Coverage Inquiry Enter Patient Information/Check

More information

Palladium Company Setup Guide

Palladium Company Setup Guide Palladium Company Setup Guide This document will assist you in setting-up your Palladium Company prior to processing transactions. Contents Setting up Linked Accounts... 2 Purpose of Linked Accounts...

More information

STEPS FOR GENERATING ITREG-FILE FOR AS WELL AS CREATING SARS TAX CERTIFICATES & THE CSV-file for

STEPS FOR GENERATING ITREG-FILE FOR AS WELL AS CREATING SARS TAX CERTIFICATES & THE CSV-file for sedert 1982 STEPS FOR GENERATING ITREG-FILE FOR e@syfile, AS WELL AS CREATING SARS TAX CERTIFICATES & THE CSV-file for e@syfile. 1. Start your reconciliation process by generating the ITREG-file for e@syfile.

More information

Manage Credit Memos. User Guide - Table of Contents Summer Edition. Overview. Use Case. Accessing the Tool. Entering Credit Memos

Manage 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 information

Subrogation/Salvage Reference Manual

Subrogation/Salvage Reference Manual Citizens Property Insurance Corp. This page intentionally left blank. Citizens Property Insurance Corp Page 2 Table of Contents In this reference manual This reference manuals contains the following topics:

More information

Did you know that there is a new version of the CMS 1500 form? You need to be prepared to switch.

Did you know that there is a new version of the CMS 1500 form? You need to be prepared to switch. Introduction Did you know that there is a new version of the CMS 1500 form? You need to be prepared to switch. We are now in the dual use time frame. Payers are accepting the new form (CMS 1500 02/12)

More information

Palladium Company Setup Guide

Palladium Company Setup Guide Palladium Company Setup Guide This document will assist you in setting-up your Palladium Company prior to processing transactions. Contents Setting Up Linked Accounts... 2 Purpose of Linked Accounts...

More information

FOR USE FROM APRIL 2019

FOR USE FROM APRIL 2019 MAKING TAX DIGITAL FOR VAT FOR USE FROM APRIL 2019 IMPORTANT DOCUMENT PLEASE READ CAREFULLY BEFORE SUBMITTING YOUR MTD VAT RETURN FROM APRIL 2019 Web: integrity-software.net Company Reg No. 3410598 Page

More information

Micropay Professional Payroll Year End 2012 User Guide

Micropay Professional Payroll Year End 2012 User Guide Micropay Professional Payroll Year End 2012 User Guide This guide covers the Payroll Year End 2012 process. You can read it onscreen or print it out. For additional PYE advice, select the Year End Tax

More information

The Limited Income NET Program Questions and Answers for Pharmacy Providers

The Limited Income NET Program Questions and Answers for Pharmacy Providers The Limited Income NET Program Questions and Answers for Pharmacy Providers Introduction On January 1, 2012, Medicare s Limited Income Newly Eligible Transition (LI NET) Program successfully began its

More information

Processing Customer Credit Memos and Refunds

Processing 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 information

Setting up and using the accounting module will give you detailed accounting and financial reporting.

Setting up and using the accounting module will give you detailed accounting and financial reporting. CHAPTER 6 ACCOUNTING To get the most out of the financial aspects of Campground Manager Astra, you should set up the Accounting module using either Cash Basis or Accrual Accounting depending on the method

More information

Guide to Credit Card Processing

Guide 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 information

Lesson 11. Tracking and Paying Sales Tax

Lesson 11. Tracking and Paying Sales Tax QUICKB OOKS 2 0 15 ST U DENT GUIDE Lesson 11 Tracking and Paying Sales Tax Copyright Copyright 2015 Intuit, Inc. All rights reserved. Intuit, Inc. 5601 Headquarters Drive Plano, TX 75024 Trademarks 2015

More information

Claims. Pharmacy Update. Summer Summer 2016 Page 1

Claims. Pharmacy Update. Summer Summer 2016 Page 1 Claims Pharmacy Update Summer 2016 Summer 2016 Page 1 Is TELUS Health the insurance company? TELUS Health plays a key role within the benefits management system but is an adjudicator and not an insurance

More information

Rev 7/20/2015. ClaimsConnect Rejection Guide

Rev 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 information

Why can't I access the (not highlighted) Shared Bank and Assets Maintenance in the Modules menu?

Why can't I access the (not highlighted) Shared Bank and Assets Maintenance in the Modules menu? Taxcat FAQs 1. Shared Bank & Assets Maintenance module 2. There are no ATO transmission files displaying on Send Return screen 3. Depreciation worksheet within Rental Schedule 4. Unable to setup a new

More information

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting

CENTRAL 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

edispense Vaccine Manager Coverage Inquiry

edispense Vaccine Manager Coverage Inquiry edispense Coverage Inquiry 1 Getting Started To perform a Coverage Inquiry, open your browser, go to www.edispense5.com Click on Menu,, Coverage Inquiry 2 Enter Patient Information/Check Eligibility Select

More information

Coeus Premium. Proposal Development. Exercise Guide Day 2. IS&T Training

Coeus Premium. Proposal Development. Exercise Guide Day 2. IS&T Training Coeus Premium Proposal Development Exercise Guide Day 2 IS&T Training Page 2 Coeus Premium : Proposal Development Exercises for Day 2 LESSON 5: EXERCISE 1... 5 OPEN A PROPOSAL FOR MODIFICATION...5 LESSON

More information

Correspondent XChange SM Functionality Manual. April 2019

Correspondent 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 information

Dealer Manual. Express Carefree Maintenance Claim Net Remittance

Dealer Manual. Express Carefree Maintenance Claim Net Remittance Dealer Manual Express Carefree Maintenance Claim Net Remittance Express Systems Inc. 11 Vanderbilt Irvine, CA 92618 Phone 800.705.4001 Fax 949.727.0393 Express Carefree Maintenance Claims Express allows

More information

Cafeteria Mid-Year Election Changes

Cafeteria Mid-Year Election Changes Cafeteria Mid-Year Election Changes Laurie Brophy Del Horton Making Mid-Year Election Changes 2 What we will cover: Tips on setting up Premium benefits and calendars How to make a mid-year election change

More information

My First Days. A Reference/Training Manual

My First Days. A Reference/Training Manual My First Days A Reference/Training Manual ESS - My First Days Page 2 of 42 My First Days Table of Contents I. Introduction to Employee Self-Service (ESS) and My First Days... 3 II. Logging into the Self-Service

More information

Epicor Tax Connect for Eclipse. Release 9.0.3

Epicor Tax Connect for Eclipse. Release 9.0.3 Epicor Tax Connect for Eclipse 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 information

MARATHON FINANCIAL ACCOUNTING END OF CALENDAR YEAR

MARATHON FINANCIAL ACCOUNTING END OF CALENDAR YEAR The following instructions will guide you through the end of a calendar year process. This process includes steps for W-2 Forms, Electronic W-2 Filing, Clear Calendar Year to Date Totals, Tax Table updates

More information

Understanding eclaims Reports

Understanding eclaims Reports Reviewing and understanding the reports that are provided before and after submitting claims electronically are important in order to ensure the correct information is being transmitted to the insurance

More information

3. Entering transactions

3. Entering transactions 3. Entering transactions Overview of Transactions functions When you place an order to buy or short sell, you should immediately enter the transaction into the appropriate portfolio account so that the

More information

You take care of your customers. We take care of you

You 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 information

Starting a new company file in QuickBooks QBi series

Starting a new company file in QuickBooks QBi series Reckon Ltd ACN 003 348 730 Locked Bag 15 PO Broadway NSW 2007 Australia Please Note: While we try to provide you with the solution you need, we can t promise that the information set out below is totally

More information

Canadian Configurations

Canadian 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 information

Local Government Corporation. Resource NG Trustee Demo. Resource 2018 NextGen Trustee. Demo. NextGen Property Tax Search Views

Local Government Corporation. Resource NG Trustee Demo. Resource 2018 NextGen Trustee. Demo. NextGen Property Tax Search Views Local Government Corporation Resource 2018 NG Trustee Demo Resource 2018 NextGen Trustee Demo Property Tax Search Miscellaneous and Property Tax Receipting Receipting Methods Corrections Assessment Changes

More information

Micropay Professional Payroll Year End 2011 User Guide

Micropay Professional Payroll Year End 2011 User Guide Micropay Professional Payroll Year End 2011 User Guide This guide covers the Payroll Year End 2011 process. You can read it onscreen or print it out. For additional PYE advice, select the Year End Tax

More information

University of Wisconsin System SFS Business Process AP Working with 1099 Transactions. Contents

University of Wisconsin System SFS Business Process AP Working with 1099 Transactions. Contents Contents Instructions for 1099 Process Overview... 2 I. 1099 Voucher Clean Up... 3 II. Run Update Withholdings Process (This will be Run Centrally by UWSA)... 14 III. Run Queries for Validation and to

More information