Create New Patient Receipt: Click the Add button
to add a new Patient Receipt entry in the system for a patient. On the Patient Receipt screen, enter the required information, for which a description is given below:
First button: Click on the First button to navigate to the first Patient Receipt record.
Previous button: Click on the Previous button to navigate to the Patient Receipt record previous to the opened Patient Receipt record.
Next button: Click on the Next button to navigate to the Patient Receipt record next to the opened Patient Receipt record.
Last button: Click on the Last button to navigate to the last Patient Receipt record.
Preview button: Click on the Preview button to invoke the Receipt for (Patient Name) popup, which can be used to print or email the Patient Receipt to the Patient.
Properties: This button is exclusively visible to users with Read Access to the Properties Master screen. Access to this button is strategically granted to enhance user functionality. Clicking the Properties button triggers a popup, presenting a list of properties from the
Properties
Master screen in PrognoCIS that cater to
Patient Receipts.
Receipt Date: By default, the system enters the current system date, but using the calendar icon
, the user can change the Receipt Date. The user cannot enter a Receipt Date greater than today's date; if entered, the system validates and displays the alert message: Receipt Date greater than today's date.. The system does not allow the user to enter a date greater than today's date. The default date format is MM-DD-YYYY.
It is a mandatory field.
Paid By: The "Received From" dropdown displays options to ensure that the amount is received from a particular entity. Various options in the dropdown list are:
- Patient - Amount received from the Patient.
- Guarantor - Amount received from the Guarantor assigned to the Patient.
- Other - Amount received neither from the Guarantor nor the Patient, but from a third person.
- Check - By default, this option is displayed. Click the icon
to enter details about the check in the popup Pay Mode Details, such as Check No., Check Date, and Bank. - Cash - Select this option if the amount is collected upfront for the Patient Receipt.
- Credit Card - Select this option when the Patient Receipt is received via Credit Card. Click the icon to enter details about the credit card in the popup Pay Mode Details, such as Card No., Valid Thru (MM-YY), Card Holder, and Card Type.
- Other Pay - When the 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, the Payment Mode Details popup is invoked. The popup has two fields: Name and Reference No.. The Name field is provided with a dropdown option from which the user can select the mode of other payment. The list of options available in the dropdown is: Other, PAYPAL, HEALTHCARD, NETBANKING, CARECREDIT, EWALLET, and EFT. Options that are displayed in the dropdown are governed by the 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.paymodes is left blank, then, by default, the following options are displayed in the dropdown of the field: Other, Paypal, NetBanking, PhonePay, and HealthCard. In the Reference No. field, the user needs to add the transaction reference number. The field supports alphanumeric values and special characters, and the maximum character limit is 30.
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".
- The 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 Amount: It is a mandatory field. Enter the amount which is received as the Patient Receipt.
Receipt No: The hyperlinked Receipt No. is an auto-generated field. The length and prefix of the Receipt No. can be set using the properties era.patrecno.length and era.patrecno.prefix. The Receipt No. is hyperlinked to display the popup Patient Receipt - Last Update Details. The popup Patient Receipt - Last Update Details provides details about Claim ID - Claims on Patient Receipt, Code - Charge Code, User - updated by, and Timestamp - last update time and date.
Patient: It is a mandatory field. The Patient Receipt is created for a patient. Click the binocular icon
to search for the patient. As soon as the patient is selected in the field, various details like Patient Balance, Advance, and Batch No. are updated automatically.
Name: It is an edit field. Using either the autocomplete feature or the search binocular, the name of the patient/guarantor can be entered appropriately according to the selection in the Received From dropdown. When Other is selected in the Received From dropdown, the search binocular is disabled.
Post Date: It is the date on which the Patient Receipt was posted if a batch number is not attached; otherwise, it takes the date of the Batch associated with it. After Ready to Post, this field becomes non-editable.
Allocated Amount: It is the amount allocated. These received amounts may or may not match the allocated amounts; hence, they can be transferred to the Patient Advance or Balance depending upon the selection of the list options:
- Do not Apply Advance - To ignore the advance.
- Apply Advance - This confirms that Advance Utilized + Receipt Amount = Allocated Amount.
- Move Balance to Advance - This confirms that Advance Amount to be moved + Allocated Amount = Receipt Amount.
Note: The property ptrec.portal.post.to.advance, when turned ON, automatically moves the money collected from the Portal toward 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.
Remaining Amount: It is the amount remaining based on the amount received via the patient receipt and the paid amount. On selecting a claim (middle frame on the screen), the row has a field to enter the Allocated Amount. The list box following this field has many options based on which the allocated amount can be assigned or apportioned to all the rows in the details table below. The allocated amount is apportioned on the basis of the Allowed Amount in one of the following ways:
- Manual - Do not apportion. The paid amount will be entered by the user. This is the most likely selected option.
- Serial - Starts apportioning the amount from the first row to the last.
Del: Click Del to delete the claim highlighted in blue on the Patient Receipt screen.
Claim ID: It is the unique ID of the claim selected for the Patient Receipt for a patient. Click the icon
to view the charge-code-wise details in the bottom table. This is because insurance is specific in mentioning the Allowed, Paid, and Co-Insurance, etc., amounts for each charge, whereas a patient would just pay the total amount. Only by exception would the patient say that they are disputing a specific charge and are paying for the rest. On selecting a claim, the details are shown in the bottom table. The Allowed amount is computed at the time of charge-entry creation, depending on the insurance company and its applicable schedule (Settings → Configuration → Insurance).
The details table (if used) has the following fields:
Code: The charge codes present in the claim are displayed.
Bill: The amount billed to the patient for the charge code.
Paid: It is the actual amount paid in this remittance.
Balance Amount: It is the (Bill - Paid) amount. It is unlikely that there will be any Balance Amount when the patient makes a payment.
W/Off: In case there is a Balance Amount, the biller can enter the same amount under this column so that the bill amount and receipts are fully matched and adjusted. If the Balance Amount is not written off, the bill will remain outstanding and will appear in every statement/report. Needless to say, if the Balance Amount is too small, it might be written off.
Action: It is the action taken for a charge code for its payment status.
As the values are modified, note that the column totals are updated. 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.
Ready to Post: The document can be marked as Ready to Post only if the check amount is equal to the allocated amount. Once it is saved, it cannot be modified. On posting, records in the bottom details table against which no amount is entered will be deleted.
Comments: To enter charge-code-wise comments.
Totals: Shows the totals of all the records.
Action Buttons:
Save button: It saves the changes on the Patient Receipt screen.
Delete button: It deletes the selected Patient Receipt.
Reset button: It resets any changes carried out on the Patient Receipt screen.
Re-open button: It reopens the Patient Receipt that was in the Posted state.
History button: Clicking this button invokes the Patient Receipt History popup to check the last modifications done on the Patient Receipt screen.