Transaction Entry

During the recent blog posts discussing the Transaction Entry interface, we discussed the process used for entering payments and adjustments through the Transaction Entry screen. This process must be followed for entering insurance EOBs as well.

It is important to note that when entering payments through transaction entry, you will only have access to one patient and case at a time. This means that you will need to break out the EOB into multiple payments in order to apply it to each patient. Additionally, you will need to manually create each type of necessary adjustment.

If you are using Medisoft Original, you have no choice but to enter your payments through Transaction Entry.

Quick Ledger

(Please Note: The Quick Ledger is a feature only available in Medisoft Advanced and Medisoft Network Professional.)

Medisoft has the ability to change the current responsibility for a charge through the Quick Ledger. When doing this, you can only use the Quick Ledger to move the responsibility to a subsequent party. An example of this would be to move the responsibility from the primary insurance carrier to the guarantor. When using this feature, the program will automatically enter a payment with a 0 amount and mark it complete. This will effectively move the balance to the designated party.

This is done by simply right-clicking on a charge, clicking Responsibility, and then selecting the party you want to make responsible for a charge.

Tips and Tricks:

Insurance carriers will not be listed as the responsible party until a claim has been billed to them. Until the primary carrier has been billed, the responsibility will be listed as Patient Responsible.

If you want to undo this process, you will not be able to simply right-click and change it back.

The only way to undo this process is to open Transaction Entry to the screen including the payment that was created. You should then highlight the payment and click Apply. You will then have the opportunity to remove the Complete checkmark. This will take the responsibility back for that payor. If you have multiple 0 payments that were created, you will need to repeat this process for each carrier’s payment. If you wish, you can then delete the 0 payments. It is IMPERATIVE that you uncheck the Complete box PRIOR to deleting the payment.

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