PrognoCIS Help: Remittance Screen

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Remittance screen is used to document payments received from Insurances. Auto created Electronic Remittances and manually created EOB vouchers both appear under same screen with two statuses
If the voucher is Posted – All posted vouchers are found in PrognoCIS under Remittance → Processed.
If the voucher is Not Posted - All Entered EOBs/ ELEs are found in PrognoCIS under Remittance → Unallocated.
Non posted Remittance list also appears on Billing Home Page Under Non Posted section. The remittance or payment received from Insurance, gives the detailed breakup of amounts paid against each charge that was claimed. Remittance advice is received either in the form of Explanation Of Benefit (EOB) as a fax or document or Electronic Remittance Advice (ERA). The EOB is manually attached whereas the ERA is attached automatically.

EOB screen consists of the following sections as follows:

EOB Header Section (Click on the hyperlink to view the details)
Claim Details section (Click on the hyperlink to view the details)
Action buttons (Click on the hyperlink to view the details)
Error Messages (Click on the hyperlink to view the details)

Add: Creates a new EOB / ERA Voucher.

Search: Allows users to Search for any other ERA/ EOB voucher present in PrognoCIS.

Supplementary Search: Allows the user to search for any Claim with Payment voucher associated.span>

ALL: This drop-down helps to search for all (posted and entered) Remittances; or individual (either posted or entered) Remittances.

EOB / ELE screen in PrognoCIS is split into two Sections:

Header level:
Claims & Charges

Header contains the information about the following:

Payor: Name of Insurance company which has issued Payments. On EOB / ELE Screen, If the payer selected is present in Settings →Configuration → Vendors→Insurance Master it is termed as Insurance if the Payer name selected is free text and does not show up under Insurance master is its termed as Carrier in ProngoCIS.

Pay Mode: Pay Mode is a mandatory field. It cannot be blank. PrognoCIS supports 3 payment modes in the Listbox field ‘Pay Mode’ on EOB/ERA screen driven by property ‘era.remittance.paymodes’.

Pay Mode as Check: When Pay Mode is selected as Check, Icon (three dotted icon) will be shown enabled next to Pay Mode List Box. When icon is selected then the following fields are shown in a pop-up. Check No is mandatory when Pay Mode is Check:

*Check No.
Check Date
Bank

When Pay Mode is selected as Check, Date field labelled is ‘Check Date’, Amount field is labelled ‘Check Amt’ and Number field is labelled as ‘Check No’ and all 3 fields are mandatory.
Check payment is received from Insurances when Paper EOB is sent.

Pay Mode as Electronic/EFT: Typically, when Electronic Payments are directly deposited in Clinic’s Bank Account, Payment Mode is EFT. EFT stands for Electronic Fund Transfer. Each such transfer transaction has a unique number called Instrument Number. When ELEs or ERA i.e Electronic Remittance Advice are received from Insurances by Clinic through EDI 835 files, mostly the payments are also via EFT. Very few Remittance Advices come electronically and check follow later.

When Pay Mode is selected as EFT, Icon (three dotted icon) will be shown disabled next to Pay Mode List Box. The reason for this is that there are no additional details to be noted for EFT like in case of Check or Card like Check/Card No.

When Pay Mode is selected as EFT, Date Label is Receipt Date, Amount Label is Receipt Amt and Number field is labelled as Instrument #. In case the monies are received electronically and EOBs are received on paper, Users can select EFT as a pay mode to keep track of payments.

If ELE or Electronic remittances and EOBs both are received electronically then Pay mode is Auto selected to EFT and made non editable. PrognoCIS also populates instrument # which is not editable.

Pay Mode as Credit Card: Credit card payments supported by PrognoCIS include manual entry of Credit Card details and through Payment Gateway like OpenEdge(PayPros) and Integrity. For doing Insurance payment using Credit Card through Payment Gateway, the Electronic Payment Gateway has to be first turned On.

If Pay Mode option ‘Credit Card’ is selected then:

• Icon (three dotted icon) will be shown for manual entry irrespective of whether CC Electronic Payment interface is turned ON or not.

• ‘Credit’ button is shown enabled when CC Electronic Payment interface is turned ON and Merchant ID is present.

When icon is selected then the following fields are shown in a pop-up. None of them are mandatory:

‘Card No.’, ‘Card Holder’, ‘Card Type’

Button ‘Credit’ next to icon of Pay Mode Dropdown is shown enabled only if the Pay Mode option chosen is ‘Credit Card’ and that too where Credit Card Electronic Payment feature has been turned ON.

When Pay Mode is selected as Credit Card, Date Label is Receipt Date, Amount Label is Receipt Amt and Number field is labelled as Card No.

Payment is not received as Credit Card when ELE are received.

Field Label changes based on Pay Mode selected.

Pay Mode	Date	Amount	Number
Check	*Check Date	*Check Amt	*Check No
Electronic/EFT	Receipt Date	*Receipt Amt	*Instrument #
Credit Card	Receipt Date	*Receipt Amt	Card No

Note: * indicates mandatory field.

Check Date/Receipt Date: When Pay Mode selected is Check, this Date field label shows Check Date whereas if Pay Mode is EFT or Credit Card, it changes label to Receipt Date.

Check Amount/Receipt Amt: When Pay Mode selected is Check, this Amount field label shows Check Amt whereas if Pay Mode is EFT or Credit Card, it changes label to Receipt Amt.

Check No: When Pay Mode selected is Check, this Number field label shows Check No label whereas if Pay Mode is EFT, the label changes to Instrument # and if Pay Mode is Credit Card, it changes label to Card No.Check or Instrument # or Credit Card # (Stores only last 4 Digits)

Remittance No: This indicates Auto created voucher# which by default starts with either ERA (For Paper remittances) or ELE (For Electronic Remittances). Clicking this # will also give users a basic Audit Trail of transactions. Note: Remittance No is generated using the property era.docno.prefix and era.docno.length. The label Remittance No is hyperlinked to display the Last modified By Name and Date time stamp at header and each Claim Charge row level..

Remittance Date: Date on which remittance is created; current date is displayed by default but it is an editable field (user can change or edit the date).

Allocated Amt:It is the amount allocated by the Insurance (payer) towards the claim(s). The sum of 'Paid' and 'Excess Amounts' entered for all claims on the EOB/ERA adds up to Allocated Amt.

Post Date: Post Date can be entered by user if Receipt Batch No is Not applicable and EOB is Not reopened and EOB is not in posted or achieved state. On manual creation of new EOB, Post Date gets auto populated as Today’s Date and to Run Date when ELE is processed when Receipt Batch No is not applicable. If Receipt Batch is applicable, this is set to the Batch Creation Date and the field is Non editable.

Batch No: This is the Check deposit batch number. This is automatically generated by PrognoCIS for each batch of Remittance Voucher. This feature is enabled only if the property: billing.use.receipt.batchno is set to 'Y'. If the user has rights to create or to start a new batch then the button “+” is enabled and the user is able to select an existing open batch or create a new batch . If the property is turned 'On' then the user will not be able to post a voucher until a batch number is selected.

Attach: This allows attach EOB for the remittance voucher; use this button to attach any document to the Remittance. Typically this will be the scanned copy of the actual EOB. In case of an ERA, the EDI835 file received is attached by the program. The tool tip for this button changes from word “Attach” to “Detach” if a file is already attached. The icon only attaches documents with extension txt, pdf, tif, 835, rmt,era. If user tries to attach a document with any other extension then on Attach an alert message saying Only Specified Extensions Allowed: txt, pdf, tif, 835, rmt,era is displayed.

View Attachment: This helps user to the view the EOB attached as per convenience.

Remittance Comments: User can type in Notes (1024 characters) relevant to the Remittance. If a text exceeding 1024 char is pasted, it will allow it to be pasted but will Truncate all characters after 1024 char.

Note: Once notes are entered, the image changes from a blank paper to lines.

List of Reopened ERAs: Click on this image to invoke the search to enlist reopened vouchers for the currently selected remittance voucher. If this remittance was reopened at least once, the invoked search will list the reopened voucher(s) with Document No., Name of the Medic Person who reopened it, Date Time when the voucher was reopened, the Voucher Amount and the Status. Note that, reopened vouchers are marked as ARCHIVED and are indicated by Status as A.

User can select any of the reopened voucher and load it to explore the details. When reopened Remittance voucher is loaded, header portion of the voucher is highlighted with Yellow border. User can navigate to Original Remittance voucher by clicking the same button. When the search is invoked from a reopened remittance voucher, it will list the Original Remittance voucher at the beginning of search list with corresponding status. Also, other instances of reopened vouchers will be enlisted below the original voucher, allowing user either to navigate to the Original Remittance Voucher or explore the other archived copies, if any.

Status: Displays the status Entered, Posted, and Archived. This is followed by Reopen in Red if the EOB was posted earlier and then Reopened.

Remaining Amt: Remaining Amt is the difference of Received Amount and Allocated Amount. If 'era.remittance.useadvance' is set to Y, Remaining amount on Remittance Voucher will be moved To/From Advance, depending upon whether Remaining Amount is Positive/Negative.
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Claims Section
Select Claims Search Button: Click on this icon to see a list of Outstanding Claims pertaining to this selected Insurance and Attending Provider.

Claim Details: On selecting a claim the details are shown in the bottom table. The Charge Billed is displayed and the user can enter all other amounts.

Recoup Search: It displays all claims which are posted, considering all the Insurance companies. Earlier, Recoup was allowed to be done multiple times. Now, once Complete Paid Amount is recouped then it will not be allowed to recoup again.

Patient Details: Clicking on this icon, takes the user to the Patient Registration screen, for the Patient of selected (Blue background row) Claim in middle frame.

Insurance Details: Clicking on this icon, takes the User to the Patient Insurance screen.

CoPay Details: Clicking on this icon, takes the User to the Encounter CoPay collected screen.

Claim Details: Clicking on this icon, takes the User to the screen: Edit Charge provided the Billing Status is at least 'Ready to Bill'.

Track Status History: Clicking on this icon tracks the claims status as in, the number of times the claim got sent, rejected, and reopened.

Claim Ledger: It displays the list of all receipts/write-offs/adjustments made by insurance/patients against claim in focus. Using button 'print', details displayed on Claim Ledger can be printed.

Print Secondary CMS:This option is available if the patient has Secondary Insurance. Once any partial payment is received from the primary insurance then a claim is built to the secondary insurance with the primary ERA attached.

Print Claim EOB HTML: This icon takes the user to generate Primary & Secondary EOB at claim level, Users will have the ability to print claim level EOB and send it along with claims.

Patient Statement: takes the User to the screen: Patient Statement using the default template SET in properties.

Claim Letter: Clicking on this icon, takes the user to Claim letter screen.

Assign To: Clicking on this icon, takes the user to Claim Assign To screen.

Claim Notes: It is used to write notes about the claim for internal documentation purpose.

Patient Billing Notes: Clicking on this icon, opens the Patient Billing Notes screen.

Refresh Claim Billed and Allowed Amts:It recomputes the Bill / Allowed Amounts an reloads the Charge details in lower frame.

Patient A/c: Clicking on this icon takes the User to the Patient Account screen.

Change Claim Insurance: This icon allows the users to change Insurance sequence or add Insurance on a particular claim from EOB Screen.

WriteOff ChargeNext: With this option, balance can be transferred to next entity such as Secondary / Tertiary Insurance or Patient or can be written off.

Print Claim Appeal Form: With this option, allow to print the generated appeal for a denied or disputed or retained claim. The icon is enabled only when any of the charge codes posted on an EOB are either Denied or Disputed or Retained. To Know more Click here

Ready to Post: The remittance entry, once saved becomes 'Ready to Post'.

EOB / ERA Screen contains only two sections Header Section, Claim header and third Charges section is merged into Claim header section in form of an expandable accordion; set to expand on a mouse click.

When a Claim is selected from the search binocular the Claim level displays the accordion. On click of each claim, accordion is expanded to display the charge row details of a claim. Number of claims displayed in the Claims Accordion is dependent on property era.claims.per.page. The Min and Max accepted are 1 to 100.

For each claim row accordion the following details are displayed when accordion is expanded.

Claim Table: This table displays the claim related information details in the accordion. The following fields such as PaidAs, A2 and DCN ICN are shown editable but only when accordion is expanded. Hence, changes can be made.

Charges Table:This table displays information related to the claim charge code. When user clicks on the other accordion then existing accordion gets automatically saved.

Single Claim Posting allows the users to:

· Post a single claim without posting the entire Remittance using the Post button.

· Unpost and Edit payments from a single Claim of the remittance without impacting other posted claims on the same remittance using the Edit button.

Consider an example: User is trying to post an EOB with 3 Claims present, while posting; User can either post the entire remittance by clicking on Ready to Post Icon and save button, after allocating amounts on all three claims or User can post one single claim at a time by clicking on Post Icon on the claim row. This ensure the Payments are “Posted” on this claims, however the remittance voucher is still 'open' i.e. Ready to post checkbox is still unchecked.

Post button - This denotes when a Claim / EOB is yet to be posted and Edit buttonwhen Claim/EOB is Posted.

The claim row also Includes important information in reference to claims selected such as – Claim ID, Date of Service, POS, Patient, Paid As, Allocated Amt, A2 (Auto Bill Secondary), Primary Ins, Secondary Insurance, Tertiary Insurance, Provider, DCN / ICN Number.

The Charges section presents the information at the charge level (It gives details of Charges which are reported on a selected claim and which are paid or accounted for in the EOB / ERA which is being posted.

This section presents following information to the users:Charge Code, Modifier if applicable, Billed Amt, Contract Amt, Allowed Amt, Paid Amt, Coinsurance, Copay, Deductible, Not Covered, Balance, Excess Payment, Write off, Status / Action Section, Bill Patient Checkbox, Current Balance, Current Responsibility And Delete Checkbox.

Fields in Details Frame

Single Claim Edit Functionality is obsolete. Now, Single Claim Posting has been introduced.

Charge: This is the charge code for selected claim. The background color can be Normal – When the claim is selected for the first time for Primary Insurance OR Secondary Insurance Remittance. It is Yellow when it is an Additional Payment from Primary Insurance. It is Red when it is explicitly marked as Duplicate payment from Primary Insurance OR Secondary Insurance Remittance. The tool tip displays the Name of the Charge Code, the DOS( Date of service entered for the Charge code in claim) AND the Charge Balance if it is Not Zero.

Hyperlink O: When payment is posted on the same charge code from the same payment source then the O hyperlink is enabled.For example:When Primary Payment is posted and user is posting another payment from Primary insurance on the same charge code, then O button is shown enabled.

Hyperlink 'R': When any other receipt is posted on the same charge code then the R hyperlink is enabled.For example: When Primary Payment is posted and user posts the Secondary payment or the Patient Receipt on the same charge code then the 'R' Hyperlink is shown enabled.

Bill Amount: This is the billed amount for the charge code in a claim.

Contract: The Maximum allowable amount as per Provider's contract with that particular insurance carrier. The value in this section is controlled by Allowable Fee schedule as set up in PrognoCIS. (Read Only Field) By default this field does not have any direct impact on Calculations on the EOB. However it plays a key role while tracking Underpayments.

Adjust: The amount of monies which are applied towards Contractual Obligations or Contractual Adjustments. The adjustments are calculated automatically as soon as Allowed amounts are added.

Allowed: The maximum allowable amount as per EOB.

Bill Amount: The Amount billed to Insurance Co. for the charge, Allowed Amount is computed at the beginning at the time of charge entry creation, depending on the Insurance company and its applicable schedule (Settings → Configuration → Insurance). The Biller will certainly need to edit this amount based on the actual specified in the Insurance Remittance Advice.

Paid: It is the actual amount paid in this remittance.

Co Ins: Amount is the amount to be collected from Secondary Insurance. Note, if this remittance was against Secondary insurance, then the Co Ins Amount column is disabled.

Co Pay: It is the one to be collected as Co Pay from the Patient. Note, if this remittance was against Secondary insurance, then the Co Ins Amount column is disabled.

Deductible Amount: It is the one to be collected from the Patient.

Not Covered: It is Not covered by the Insurance Company, as such must be charged to the patient.

Balance Amount: It is the Allowed - Paid - Co Ins - Co Pay - Deductible - Not Covered. It is unlikely that there will be any Balance Amount, when the Insurance Company makes a payment.

Excess: User can enter the excess amount paid by Insurance along with its reason like Late Payment / Interest. Note that this amount does not affect the outstanding / AR for the charge.

Write Off Amount: In case there is a Balance Amount, Biller can enter the same Amount under this column and so that the Bill amount and receipts are fully matched and adjusted. If the Balance Amount is not written Off, the Bill will remain as outstanding and will appear in every statement / report. Needless to say, only if the Balance Amount is too small it will be written off.

Status + Action: Users can select the status manually while posting EOBs from status and Action drop down at the charges section on EOB.

The permitted values are,

Approval - Default selection.
Denied - Denied by Insurance.

Denied Status

Denials are posted in PrognoCIS with Denied Status at the Charge Level. By default when insurance carrier denies a claim, the balance is kept in the same bucket (Primary / Secondary / Tertiary) and is not moved to the next entity unless user explicitly takes action to do so. All Denials Claims are shown under AR/Follow-up → Denied claims list so that billers may take appropriate actions for the same. The Action window is invoked from all screens where denials can be accessed.

· For posting a denial, Selecting appropriate Denied Reason is mandatory

· For Action codes: Write Off & Charge Next Responsible; Populating Action Reasons is mandatory

· Any comment added in the Statement Comments section will be added to Patient Statements

Denied - Action Description

No Action

· No Action is default status for all denials

· Balance on the account remains in the same bucket (Primary / Secondary / Tertiary) as per “Paid As” source Selected

· Claim remains in Denied Claims queue on AR/ Follow-up → Denied Screen

W/Off

· The charge on which denial is posted is written off and balance is zeroed out

Charge Next Responsible

· The balance on charge is transferred or passed on next entity Secondary / Tertiary or Patient

· Charge Code moves out of Denied claims queue on AR/ Follow-up → Denied Screen

Rebill Creating a New Claim

· The charge on which denial is posted is written off and balance is zeroed out

· A New claim is created for denied charge row or Charge rows of the claim with same visit ID

· Charge Code moves out of Denied claims queue on AR/ Follow-up → Denied Screen

Reopen Claim For Resend

· Claim is reopened for making corrections

· Balance on the account remains in the same bucket (Primary / Secondary / Tertiary) as per “Paid As” source Selected

· Charge Code moves out of Denied claims queue on AR/ Follow-up → Denied Screen

Resend without Reopen

· Claim is simply billed again with all charge codes

· Balance on the account remains in the same bucket (Primary / Secondary / Tertiary) as per “Paid As” source Selected

· Charge Code moves out of Denied claims queue on AR/ Follow-up → Denied Screen

Insurance Agreed to Pay

· Balance on the account remains in the same bucket (Primary / Secondary / Tertiary) as per “Paid As” source Selected

· Charge Code moves out of Denied claims queue on AR/ Follow-up → Denied Screen

Resolved

· Balance on the account remains in the same bucket (Primary / Secondary / Tertiary) as per “Paid As” source Selected

· Charge Code moves out of Denied claims queue on AR/Follow-up →Denied Screen

WIP

· This Action is only for informative purposes

· Balance on the account remains in the same bucket (Primary / Secondary / Tertiary) as per “Paid As” source Selected

· Claim remains in Denied Claims queue on AR/Follow-up → Denied Screen

Note: When an EOB with Approved status is posted for a same claim which is denied on initial EOB, an Action code 'Resolved' is updated.

As the values are modified, note that the column totals are billed up. The Paid Amount in the Claims line in the middle table is updated. The Assigned Amount and Balance Amounts are updated in the header area.

The document can be marked as Ready to post only if the Check Amount is equal to Allocated. Once it is marked as Saved, then it cannot be modified. On save, if there was a Secondary Insurance for the encounter (and this remittance was against the Primary insurance) then the Co Ins Amount is Billed to the Secondary insurance automatically, and the entry can be seen under Claim > Send option. Like wise the Patient Responsible Amount is Billed to the patient. Patient Responsible Amount = Co Pay - Deductible - Not Covered - Co Pay Amount collected in the EMR against this visit (provided this remittance was against the Primary insurance). This entry can also be seen under Claim → Send option.

On post the records in the bottom detail table, against which No amount is entered will be deleted.

Bill Pat: This indicates that the charge code is directly billed to Patient.

Cur. Bal: Displays the current balance on Patient.

Cur.Resp: Displays the current responsibilty is on Insurance or Patient. This is enabled only when the remittance is saved.

Del : Selecting this checkbox will allow the user to delete a charge code off the Claim while posting payments.

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Configure Phrases for Appeals for Denied and Disputed Claims

Appeal Phrases can be configured as follows:

Navigate to Settings →Configuration → Group Types → Non system. New Group ‘DA’: DENIAL DISPUTED/RETAINED ACTIONS has been added in Group Types.
Users can add and create their Appeal Phrases as required for their practice for the appeal process.
Character limit with 1024 characters has been supported to be used as Appeal Phrases.

On EOB / ERA screen three dotted button populates the details for Denials such as Denial and Action reasons. This button also provides an option to mark a Payment as Disputed payment if Allowed Amount is lesser than Insurance Contract Amount. Since both denials and disputes can be contested or appealed, users have an option to use these screens to populate Appeal phrases.

Impact of Appeal on Patient Account

The ID displays the Attach ID and is hyper linked to invoke a copy of the form which was printed. On every print of the form from EOB a copy of the letter will get saved under Patient's account.
Date column display the Date when Appeal letter was printed.
Subject Line of the Appeal form label is displayed as Appeal DocNo: <<VOUCHER#) Claim: <<CLAIM ID>>.
The Attached form can be deleted from Patient Account screen by navigating to Attached Document button and invokes the same popup.

Impact of Appeal on Claims Letter

The printed copy of the appeal form can also be seen from Claims letter screen under EMR Documents button. The form can be printed with Copy of Medical Records to respective insurances.

Action Buttons

save button: Clicking on this button the remittance voucher will get saved. This button is enabled only when any change is made in the EOB screen.
delete button: Clicking on this button the remittance can be deleted.The button is enabled only when the EOB is in 'Entered' status. It remains disabled for billed vouchers.
reset button: Clicking on this button resets the unsaved data.
re-open button: Clicking on this button re-opens the voucher. This button is enabled only when the EOB is in 'Posted' status. After re-opening the voucher, the Status of the voucher is changed to Reopened Status. And, also Archived entries can be seen on clicking the icon List of reopened ERAs.
Admin button: Clicking on this button invokes the following popup which List Claim Info which helps users to search for a specific claim on the EOB and Opton to recomputed all claims on all Claims present on selected voucher. Note: Only Support Admin users or PrognoCIS internal support users have rights to use Admin button on EOB.

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Error Messages List

Validations are the error messages on closing the accordion and posting the voucher. Following are the list of validations which are performed on saving the accordion details.

Error Message	Negative Balance Amount
Comments	If the balance amount for any of the charges is negative amount then on close of the accordion or on click of another claim row an error message saying ‘Error Line No:1 Code: XXXXX Negative Balance Amount’ is displayed.
How to Fix	User will have to remove the negative amount found in the EOB and add appropriate values
Type	Claim Level Validation

Error Message	Woff for Denied
Comments	If charges marked denied and the charge code is also written off using the write off button on the charges row then error message saying ‘Error Line No:1 Code: XXXXX Woff for Denied' is displayed.
	User will have to remove the write off amount added or do not take Denied action on the charge codes
Type	Claim Level Validation

Error Message	Woff for Duplicate.
Comments	If charges marked are duplicate and are also written off using write off button then an error message saying ‘Error Line No:1 Code: XXXXX Woff for Duplicate’ is displayed.
How to Fix	User will have to remove the writeoff amount from the charge code to avoid the message
Type	Claim Level Validation

Error Message	Woff & Excess Amount are not supported on same charge row
Comments	When the charge code has transaction with write off amount and excess amount is also present then on save message ‘Woff & Excess Amount are not supported on same charge row’ is displayed.
How to Fix	User will have to remove the Write off amount or the Excess amount from the charge code in that EOB.
Type	Claim Level Validation

Error Message	Please define reason for Denial.
Comments	If Status ‘Approved’ is changed to Denied and the accordion is closed then message saying ‘Error Line No: X Code: XXXXX Denied No Reason’ is displayed.
How to Fix	User will have to select Denied Reason from the drop down to avoid the error message on save of the claim.
Type	Claim Level Validation

Error Message	Excess Amount collected with Balance Amount
Comments	If the Allowed amt is 100 and the Paid amt is 80 and the Balance amt is not paid and Excess amt is collected as 10 $ then on save message ‘Error Line No 1: Code XXXX Excess Amount collected with Balance Amount’ is displayed.
How to Fix	User will have to remove the balance amount or Allocate the Balance Amt in CoIns, Copay or Not Cov bucket
Type	Claim Level Validation

Error Message	For Additional Payment, Next responsible amount is NOT ALLOWED.
Comments	Consider a scenario, where the Allowed Amount is 100 and suppose Paid amt is 80. Now if there is next responsibility present and there is an Additional Payment then on save message’ Error Line No 1: Code: XXXX For Additional Payment, Next responsible amount is NOT ALLOWED’ is displayed.
How to Fix	Next Responsibility and Additional Payment do not work together. User has to remove the next the responsibility or not enter the next responsibility to avoid the error message.
Type	Claim Level Validation

Error Message	To Delete entire claim, please use Delete Icon for Highlighted claim.
Comments	If all the charges are marked for deletion then on save an error message is displayed
How to Fix	User will have to use the delete icon to delete the entire claim instead of the Delete button on the EOB screen
Type	Voucher Level Validation

Error Message	Payor is Mandatory
Comments	Consider a scenario where user has created EOB using the Add button and Payor field is not entered or selected. When user tries to save the EOB using the save button then message ‘Payor is mandatory’ is displayed.
How to Fix	User has to select or enter the Payor Name.
Type	Voucher Level Validation

Error Message	Remittance Date is mandatory
Comments	By default, system considers todays date as the Remittance Date. In an EOB, when the Remittance Date is kept blank and user tries to save the EOB using the save button then message ‘Remittance Date is mandatory’ is displayed.
How to Fix	Remittance Date cannot be future date
Type	Voucher Level Validation

Error Message	Amt is not valid
Comments	When other number was entered in Check Amt field then on save message 'Amt is NOT valid' is displayed.
How to Fix	Enter numeric values in Check Amt field.
Type	Voucher Level Validation

Error Message	Batch No is mandatory.
Comments	When the batch property *billing.use.receipt.batchno* is turned ‘ON’ and the Batch no is not selected from the Batch No field dropdown. Now when user tries to save the EOB using the save button, message ‘Batch No is mandatory’ is displayed.
How to Fix	User has to select the Batch no from the drop down. Batch No is mandatory when the property *billing.use.receipt.batchno* is ‘ON’.
Type	Voucher Level Validation

Error Message	Remittance Date cannot be greater than Batch Open Date.
Comments	Consider an EOB, the batch no is selected from the drop down and the receipt batch is not closed i.e. the batch is kept Open. Remittance Date can be changed or by default system considers todays date. Now, when user tries to save the claim then message ‘Year can not be more than:2017’ is displayed.
How to Fix	User has to set the Remittance Date as Batch Open Date then it allows to Post the EOB.
Type	Voucher Level Validation

Error Message	Remittance Date greater than today`s date.
Comments	When the Remittance Date is entered greater than Todays Date then on saving the EOB, message ‘Remittance Date greater than Todays Date’ is displayed.
How to Fix	User has to select the Remittance Date less than Todays Date.
Type	Voucher Level Validation

Error Message	Receipt Date cannot be greater than today.
Comments	Receipt Date field is enabled only when Pay Mode ‘Credit Card’ and ‘Electronic/EFT’. If the Receipt Date is selected more than Todays Date then error message ‘Receipt Date cannot be greater than Today’ is displayed.
How to Fix	User has to select the Receipt Date which is less than Todays Date
Type	Voucher Level Validation

Error Message	Check Date cannot be greater than today.
Comments	When the Check Date selected/entered is greater than Todays Date then on save message ‘Check Date cannot be greater than today’ is displayed.
How to Fix	Check Date cannot be Future Date
Type	Voucher Level Validation

Error Message	Check No. is mandatory
Comments	When the Check No field is kept blank and Pay Mode ‘Check’ is selected but the Check Amt field is present then error message is displayed.
How to Fix	Check No field is mandatory for the user to enter if Pay Mode option ‘Check’ is selected
Type	Voucher Level Validation

Error Message	Instrument No. is mandatory
Comments	When Pay Mode ‘Electronic/EFT’ and Check Amount is greater than zero and Instrument No is kept blank then on ‘save’, message ‘Instrument No. is mandatory’ is displayed.
How to Fix	Instrument No is mandatory.
Type	Voucher Level Validation

Error Message	Cannot Post Remittance with Non-Zero Remaining Amount.
Comments	If Property era.remittance.useadvance is set to N and the Check Amount is 0 or more than Allocated Amt or less than Allocated Amt then on save message ‘Cannot Post Remittance with Non- Zero Remaining Amount’ is displayed.
How to Fix	User has to enter the Paid amt mentioned in the check amount.
Type	Voucher Level Validation

Error Message	Cannot post failed Pay Pros Transaction/Integrity Transaction failed
Comments	If Payment gateway transaction is failed and if Payment gateway is PayPros then 'Cannot post failed PayPros Transaction' is displayed. If payment gateway is Integrity and Payment gateway transaction is failed then 'Cannot post failed Integrity Transaction' is displayed.
How to Fix	User needs to make Successful payment gateway transaction to avoid error message.
Type	Voucher Level Validation

Error Message	$XXX will be moved to Advance on Post. Continue?
Comments	Property era.remittance.useadvance is ON. Now, if the Check Amt is greater than the Paid Amt then on save the message ‘$XXX will be moved to Advance on Post. Continue? is displayed.
How to Fix	When the user clicks on yes button, then the amt moves to Advance bucket of the Patient.
Type	Voucher Level Validation

Error Message	Cannot Post. Remaining Amount Must be 0
Comments	When the remaining amount is greater than 0 and the user does not move that amount to advance then 'Cannot Post. Remaining Amount Must be 0' is displayed.
How to Fix	User has to keep the Remaining amt as ‘0’.
Type	Voucher Level Validation

Error Message	$XXX will be used from Advance on Post. Continue?
Comments	If selected Payor does not have Advance Amt than following msg 'Allocated Amt greater than Receipt Plus Advance.' is displayed. If selected Payor has Advance Amt then message ‘$00.00 will be used from Advance on Post. Continue? is displayed.
How to Fix	Allow user to move the amount to advance.
Type	Voucher Level Validation

Error Message	Allocated Amt greater than Receipt Plus Advance.
Comments	For this scenario, property era.remittance.useadvance must be set to ‘F’. In an and EOB select the Claim. Associate Allocate Paid Amt and Coins Amt and select the Batch No. Now, enter Check Amt more than Allocated Amt and save, the message 'Allocated Amt greater than Receipt Plus Advance' is displayed.
How to Fix	User will have to enter check amount to avoid such message.
Type	Voucher Level Validation