Complete this task to distribute a payment from the on-account funds of an ONACCT line item.
If your practice is configured for accounting dates, the Accounting Date option is required. If your practice is not configured for accounting dates, the Accounting Date option is not available. The amount that is being distributed is always required data.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Act: [ID] > Active AR tab, click the on-account (ONACCT) line item to distribute. | |
| 2 | Click Distribute. The Distribute Payment from On-Account window opens with the procedures with unpaid balances listed in a table.
| The table contains a list of the service fee line items from active AR. By default, only those service fee line items that have an unpaid balance are initially listed. If to see all service fee line items regardless of the current balance, click the Show Zero Balances checkbox. |
| 3 | Enter the accounting date in the Accounting Date field. | If your practice is not configured for accounting dates, the Accounting Date option is not available. |
| 4 | In the Payment column for each procedure to apply the distribution, enter the amount of the distribution from the available on-account funds. | |
| 5 | Click OK to save. | The service fee (SVCFE) line item for the procedure that you selected to distribute the on-account funds is updated with the appropriate amount. An entry for the GPYMT line item is shown for the amount of the distribution, and the unpaid balance of the service fee line item is updated. |
The following example shows the ONACCT line item before a distribution is applied.
The following example shows the distribution of the on-account funds.
The following example shows the Active AR after the distribution of on-account funds was applied.
Act: [ID] / External Collections Tab
Update Person / Person Information Tab
Update Person / Address History Tab
Applying Service Line Adjustments
Rebilling Claims with Fee Changes
Rebilling Claims without Fee Changes
Reversing Miscellaneous Adjustments
Reassigning Financial Responsibility
Transferring Service Fee Lines to Internal Collections
Transferring Service Fee Lines to External Collections
Canceling Pre-Collections on Service Fee Lines
Suspending Pre-Collections Eligibility Status on a Specific Service Fee Line
Holding Statements on Specific Service Fee Lines
Generating the Remit Detail Report
Printing the Account AR Activity
Not applicable for this topic