This screen displays the payment received from Collection Agency and gives the detailed breakup of amounts paid against each charge that was claimed.
Receipt Date: By default, system enters the current system date but using icon calender, user can change the 'Receipt Date'. User cannot enter the 'Receipt Date' greater than today's date and if entered then system validates and displays alert message 'Receipt Date greater than today's date'. Default date format is 'mm-dd-yyyy'. It is mandatory field.
Agency Name: Select the name of the Collection Agency from the dropdown.
Pay Mode: It is a mandatory field. This drop down provides two modes of payment to accept Receipt. The payment modes are:
- Check - By default, this option is displayed. Click icon to enter details about check in the pop up 'Pay Mode Details' like 'Check No.', 'Check Date', and 'Bank'.
- Cash - Select this option if amount is collected upfront for Patient Receipt.
-
Other Pay - When user selects the option Other Pay from the dropdown of
the field and clicks on the three dotted button present next to the
field Pay mode, Payment Mode Details popup is invoked. The popup has two
fields Name and Reference No. Name: The field is provided with a
dropdown option from where user can select the mode of other payment.
List of options available in the dropdown are Other, PAYPAL, HEALTHCARD,
NETBANKING, CARECREDIT, EWALLET and EFT. Options that are displayed in
the dropdown are governed by a property
other.pay.modes. Options that are
mentioned in the property are displayed in the dropdown in the same
sequence as mentioned in the property. If the property
era.patreceipt.paymodesis
left blank then by default following options are displayed in the
dropdown of the field: Other, Paypal, NetBanking, PhonePay and
HealthCard.
Reference No: In this field user needs to add transaction reference number. The field supports alphanumeric value, special characters and the maximum character limit is 30. - Credit Card - When the Credit Card option is selected, a new three dotted button is displayed which helps the users to document details for Credit Card on Employer Refund screen.When Credit Card option is selected, the fields Check No, Check Date are disabled. A three dotted button is displayed next to the payment option is enabled where one would be able to document Details for Credit Card such as Card No, Card Holder and Card type if appropriate.
Payment Fail Transaction Popup icon: The Payment Fail Transaction Popup icon appears next to the Credit button if:
- You have the onlinePaymentStatusUpdate role or are an Admin (SA).
- The system property prognocis.payment.gateway.interface is set to "F".
- Payment Transaction has failed.
.
Online Payment Track Status: The Online Payment Track Status icon appears next to the Credit button if:
- You have the onlinePaymentStatusUpdate role or are an Admin (SA).
- The system property prognocis.payment.gateway.interface is set to "F".
Received Amt: This is a mandatory field. Enter the amount which is received from 'Collection Agency Receipt'.
Receipt No: Hyperlinked 'Receipt No.' is auto generated field. The length and prefix of the 'Receipt No.' can be set using property era.4c.docno.length and era.4c.docno.prefix . 'Receipt No' is hyperlinked to display pop up 'Payment From Collection Agency - Last Update Details'.
Post Date: It is the date on which 'Collection Agency' was posted if batch no. is not attached otherwise it takes the date of Batch associated to it. After 'Ready to Post', this field becomes non editable.
Net Amt: It is the total amount paid by the collection agency to clinic.
Allocated Amt: It is the amount that is being allocated to claims selected in invoice. Amount received from Employer may or may not match the allocated amounts. Hence, in case the received amount is more than the allocated amt then the remaining amt is transfered to Employer Advance. On selection of invoice, there is a field name 'Allocated Amount'. Entered allocated amt can be either equal or less than the Bill Amt but it cannot be more than the Bill Amt.
Batch No: Batch no can be selected from the dropdown.
Comments: Comments field is always shown enabled. On clicking this icon, Edit Receipt Comments popup is invoked. If Comments are entered then on printing the employer receipt, Comments are shown.
Attach: This allows an option to attach Scanned PDF files on Receipts screen. This will be a good way to keep track of PDF / document trail in reference to payments received. The attachment is based on property era.attach.file.extn. 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 button an message Only Specified Extensions Allowed: txt, pdf, tif, 835, rmt,era is displayed.
Status: Collection Agency receipt can either be in the 'Entered' or 'Posted' status.
Remaining Amt: This lists the remaining advance from a particular Collection Agency receipt.
save:
Click Save to either retain changes or post to database if checkbox 'Ready to Post' is marked.
delete:
Click button 'Delete' to delete collection agency receipt.
reset:
Click button 'reset' to undo the changes.
re-open:
Once the
collection agency receipt is Posted, the reopen button is enabled. Clicking on the re-open button, user can reopen the receipt and the status changes to Entered
and message Collection Receipt Reopened Successfully. is displayed.
