Post Payments in the Payment Report (AccuPoint Legacy)

A video containing the following information can also be found here:

https://accupoint.wistia.com/medias/jg4u9ihbu3

1. Select filters from the Dashboard.
   • Client/Employee/Doctor - select Billing
   • Select a Transaction - select Post Payments
     
     
2. Use the filters to set the payment criteria for the payment post.
   
   • office
   • contracts
   • client 
   • status
3. Select the start and end dates.
   • Start and end dates are treated as billed dates by default, unless the Search by Performed Date box is checked.
4. Enter the invoice number.
   • Invoice numbers are located on billed invoices with the status of patient responsibility or private pay.
5. The AP Number corresponds to the Billing Item ID on the Submission Report.
   
   

   Note: a claim will not show on the Payment Report until it has been billed. The claim must either be submitted electronically or an invoice must be generated for the claim.
   
   
   

6. Click Update View to view claims matching the criteria settings. The Payment Report opens.
   
7. Enter payment information.
   • name of payer
   • check number
   • check date
   • check amount  
   • TCN if applicable
     

     Note: these fields will auto populate for each invoice.

8. If the check amount exceeds the amount due, the remaining amount displays under the invoice item in the Remaining Check Amount (Overpayment) field. 
   • The software will automatically populate each invoice item in descending order, until the check amount runs out.
9. If the check amount is less-than the amount due, the remaining invoice amount displays under the invoice item in the Remaining Open Invoice Amount field.
10. If applicable, enter Patient Responsibility amount (co-pay, co-insurance, deductible) and reason for rejection (denied claim) under Error Information.
    
    
    
    
11. Click Apply Changes to apply payment to the invoice.