Create New Patient Receipt: Click Add button
to add new Patient Receipt entry in the system for a patient. On the Patient Receipt screen, enter the required information for which 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 invokes Receipt for (Patient Name) popup which can be used to print or email the Patient Receipt to the Patient.
Receipt Date: By default, system enters the current system date but using icon
calender, user can change 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.. System does not allow to enter date greater than today's date. Default date format is MM-DD-YYYY.
It is mandatory field.
Paid By: Dropdown 'Received From' display options to ensure that amount is received from a particular entity. Various options in the drop down list are:
- Patient - Amount received from Patient.
- Guarantor - Amount received from Guarantor assigned to the Patient.
- Other - Amount received neither from Guarantor or patient but a third person.
- 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.
- Credit Card - Select this option when patient receipt is received by Credit Card. Click icon to enter details about Credit Card in the pop up Pay Mode Details like Card No., Valid Thru (MM-YY), Card Holder, and Card Type.
- 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. The Name 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.paymodes is left blank then by default following options are displayed in the dropdown of the field: Other, Paypal, NetBanking, PhonePay and HealthCard. In the Reference No field user needs to add transaction reference number. The field supports alphanumeric value, special characters and the maximum character limit is 30.
Receipt No: Hyperlinked Receipt No. is auto generated field. The length and prefix of the Receipt No. can be set using property era.patrecno.length and era.patrecno.prefix. Receipt No is hyperlinked to display pop up Patient Receipt- Last Update Details. Pop up Patient Receipt- Last Update Details provides details about Claim Id - Claims on Patient Receipt, Code - Charge Code, User - updated by, 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 the patient. As soon as the patient is selected in the field, the various details like Patient Balance, Advance and Batch No. is updated automatically.
Name: It is the edit field. Either using auto complete feature or search binocular, name of the patient/ gurantor can be entered approprately according to selection in dropdown Received From. When other is selected in Received From drop down, the search binocular is disabled.
Post Date: It is the date on which Patient Receipt 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.
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 list options as:
- Do not Apply Advance - To Ignore Advance.
- Apply Advance - This confirms that Advance Utilized + Receipt Amount = Allocated Amount.
- Move Balance to Advance - This confirm that Advance Amount to be moved + Allocated Amount = Receipt Amount.
Note: 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.
Remaining Amount: It is the amount remained according to the amount received by patient receipt and paid amount. On selecting a claim (middle frame on screen) the row has a field to enter Allocated Amount. The List Box following this field has many options based on which the Allocated amount can be assigned/apportioned to all the rows in the details table below. The Allocated Amount is apportioned on the basis of Allowed Amount in one of the following ways:
- Manual - Do Not Apportion. 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 claim highlighted with blue color on Patient Receipt screen.
Claim Id: It is the unique id of the claim selected for Patient receipt for a patient. Click icon
to view charge code wise detail at the bottom table. This is because an
Insurance is specific in mentioning the Allowed/Paid/Co Insurance etc
Amounts for each charge, where as a Patient would just pay the total
amount. Only by exception would he say that he is disputing a specific
charge and is paying for the rest. On selecting a claim the details are shown in the bottom table. The 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 detail table (if used) has the following fields:
Code: Charge codes present in the claim are displayed.
Bill: The Amount billed to Patient for the charge. code.
Paid: It is the actual amount paid in this remittance.
Balance Amount: It is (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 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 might be written off.
Action: It is the action taken for a charge code for payment status.
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.
Ready to post: 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 post records in the bottom detail 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 Patient Receipt screen.
delete button: It deletes the selected Patient Receipt screen.
reset button: It resets any changes carried out on Patient Receipt screen.
re-open button: It re-opens the Patient Receipt which was in Posted
state.
history button: Clicking this button invokes Patient Receipt History popup to check the last modifications done on the Patient Receipt screen.