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Overview

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Info

The Paper Claim Payment tab is used to set user preferences for paper claim search criteria and printing offset for printing the claim formshowing external collection payments on the Add Distribution window and showing the account, suspense, and miscellaneous income transactions for recouping insurance payments.

User preferences can be overridden and will remain in effect for this workstation  workstation until it is changed in Preferences. Anyone who logs onto this workstation will use these preferences as the default values.

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titleHow to Get Here?
From the Menus:Via Shortcut Keys: 
  • Open the File menu and select Preferences
  • Select Paper Claim Payment from the left pane list of preferences
  1. Press [Alt] + [F] + [R]
  2. Select Paper Claim Payment from the left pane list of preferences

 

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Field Definitions

The Tray options may be changed temporarily from the Printing Offsets window, which opens from the Print Selected or Print All buttons on the Paper Claims page. 

Function

Type 

Required 

Description

Search Criteria External Collections Payment Add Distribution Section  

Determines the default values for the search criteria finding paper claims.

Claim FormDrop DownYes Determines which paper claim form is included in the search. By default, this option is set to CMS 1500. Only the paper claims forms configured for your practice are included in the selection list.
Claim StatusDrop DownYes

Determines which paper claims are included in the search:

Option

Description

AllSelects all claims regardless of whether the claims has been printed or not.
PrintedSelects only those claims that have a printed date.
UnprintedSelects only those claims that have not been printed.

By default, this option is set to Unprinted, indicating that only the claims that have not yet been printed are included in the search

Claim RankDrop DownYes

Determines the type of claims to display, based on primary or non-primary rank:

Option

Description

AllSelects all claims regardless of rank.
PrimarySelects only those claims classified as the primary claim on the case.
Non-primarySelects all claims that are not classified as the primary claim on the case.
PracticeDrop DownYesSpecifies the practice associated with the claim.
Date TypeRadio SelectionYes

Determines whether the paper claims are included in the search by date of service (DOS) or Created Date. By default, this option is set to DOS, indicating that the date of service is used to determine which paper claims are included in the search.

DateDrop DownNoDetermines the date from which the paper claims are included (DOS or Created Date). Options range from Today to Older than a Year.
Balance Greater Than ZeroCheckbox No If selected, claims are filtered by balance and only show claims that have a balance greater than zero.
Printing Offsets Section   Determines the default values for the horizontal and vertical offset settings for printing the data on the paper claim form.
Claim FormDrop DownYes

Specifies the claim form for which all subsequent options are selected.

Note

Separate Printing Offset options must be selected for each claim form.

Horizontal Offset 

Free Text

(Numeric)

YesDetermines the horizontal position of characters either right (plus) or left (minus). By default, the option is set to 0. You can enter up to – 25 or +25.
Vertical Offset 

Free Text

(Numeric)

 Determines the vertical position of pixels either down (plus) or up (minus). By default, the option is set to 0. You can enter up to   – 25 or +25.
Printer Drop DownYes

Specifies the printer to which paper claims will be printed for that claim form.

Note
The Printer options may be changed temporarily from the Printing Offsets window, which opens from the Print Selected or Print All buttons on the Paper Claims page.

 

Add Distribution: Show Zero BalancesCheckboxNoDetermines whether service lines with zero balances are shown when distributing an EPYMT (External Collections) payment.
Insurance Payment Recoup From Section    
Account: Show Zero BalancesCheckboxNo

Determines whether service lines with zero balances are shown when recouping an insurance payment from the guarantor account.

Suspense: Show Zero Balances

Checkbox

No

Determines whether service lines with zero balances are shown when recouping an insurance payment from the suspense.

Misc Income: Show Zero Balances

Checkbox

No

Determines whether service lines with zero balances are shown when recouping an insurance payment from the miscellaneous income.

ERA Import Section   
Open Payment Batch after ERA Import CheckboxNoOpens the Payment Batch: ID page of the payment batch the ERA file was imported into.
Open Payment after ERA Import CheckboxNoOpens the Payment: ID page the ERA file was imported into.Tray Drop DownYes

Specifies which printer tray the paper will be pulled from when printing claims for that claim form.

Note