Topics Billing: Moved To Advance Search:  
Introduction: Using this screen, users can allocate the advance amount from the Advance Bucket. With the help of the Move To Advance hyperlink, users decide the bifurcation of advances based on Location, Business Unit, Rendering Doc, and Attending Doc. Clicking the Move To Advance hyperlink invokes the Assignment pop-up. The default values of Location, BU, Rendering Doc, and Attending Doc are shown from the Locations Master, Business Unit Master, and Providers Master. For Location and Business Unit, the default value will be CL, and for Rendering Doc and Attending Doc, the default value is the first entry alphabetically from the Providers Master.
Note:
  • The property receipt.useadvance.forsame.lbar controls whether adjusting the advance should be done only when either the Location, Business Unit, Rendering Doc, or Attending Doc is the same in both the advance row and the claim row. The user can specify either one or a combination of these four parameters in the property. When the property is turned on, a message is displayed: 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 the Portal towards the advance amount. The advance amount can then be used to settle the outstanding balance from the Adjust Advance option. If this property is turned OFF, then the Patient Receipt is created in the Entered status. The default value of this property is OFF.
Field Description:

Del: Selecting this check box allows the user to delete the advance allocation.

Date: Displays the receipt date from the Receipt screen.

Remark: The user can add relevant comments in this field, which are then displayed on the Allocate Advance pop-up.

Adv Amt.: Enter the advance amount to be utilized. This amount is displayed on the Allocate Advance pop-up.

Location: Select a Location from the dropdown. The dropdown list displays the name of the location added from Settings → Configuration → Clinics → Locations. If the field is left blank, the default value displayed is CL. Inactive records are shown with an asterisk.

BU: Select a Business Unit from the dropdown. The dropdown list displays the name of the Business Unit added from Settings → Configuration → Clinics → Business Unit. If the field is left blank, the default value displayed is CL. Inactive records are shown with an asterisk.

Rendering Doc: Select the Rendering Doc from the dropdown. The dropdown list displays the name of the Rendering Doc added from Settings → Configuration → Users → Providers. If the field is left blank, the default value is set based on the first entry alphabetically from the Providers Master screen.

Attending Doc: Select the Attending Doc from the dropdown. The dropdown list displays the name of the Attending Doctor added from Settings → Configuration → Users → Providers. If the field is left blank, the default value is set based on the first entry alphabetically from the Providers Master screen. Inactive records are shown with an asterisk.

Action Buttons

Cancel: Click the Cancel button to close the Assignment pop-up.
OK: Click the OK button to save the desired changes on the Assignment pop-up.
See Also: Patient Receipt