Note:
- A property receipt.useadvance.forsame.lbar controls that whether the adjust advance should be done only when either the Location, Business Unit, Rendering doc or Attending Doc are same in both advance row and claim row. User can mention either one or multiple combination of these four parameters in the property. When the property is turned on a message saying Location, Business Unit, Attending Doc, Rendering Doc must match in selected claim and advances.
- The property ptrec.portal.post.to.advance when turned ON, automatically moves the monies collected from Portal towards advance amount. Advance amount then can be used to settle outstanding balance from Adjust Advance option. If this property is turned OFF, then the Patient Receipt is created in Entered status. The default value of this property is OFF.
Del: Clicking on this check box user can delete the advance allocation.
Date: Displays the receipt date from receipt screen.
Remark: User can add relevant comments in the field, which is then displayed on the Allocate Advance pop up.
Adv Amt.: Enter the advance amount to be utilized. This amount get displayed on Allocate Advance pop up.
Location: Select any Location from the dropdown. The dropdown list displays the name of location added from Settings → Configuration → Clinics → Locations. If the field is left blank then the default value is displayed is CL. Inactive records are shown with asterisk mark.
BU: Select any Business Unit from the dropdown. The dropdown list displays the name of Business Unit added from Settings → Configuration → Clinics → Business Unit. If the field is left blank then the default value is displayed is CL. Inactive records are shown with asterisk mark.
Rendering Doc: Select the Rendering Doc name from the dropdown. The dropdown list displays the name of Rendering Doc added from Settings → Configuration → Users → Providers. If the field is left blank then the default value is set based on the first alphabetical list from the Providers Master screen.
Attending Doc: Select the Attending Doc name from the dropdown. The dropdown list displays the name of Attending Doctor added from Settings → Configuration → Users → Providers. If the field is left blank then the default value is set based on the first alphabetical list from the Providers Master screen. Inactive records are shown with asterisk mark.
Action Buttons
CANCEL: Click on the CANCEL button, to close
the Assignment popup.
OK: Click on the OK button, to save the desired changes on the Assignment popup.
