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Complete this task to add or modify an on account distribution for a guarantor payment. This task is a continuation of the Applying Guarantor Payments task and begins at the Add Distribution window.

The on account distribution is processed as a credit payment and remains as a credit balance on the account until it is distributed to a service line or to Suspense, for example, miscellaneous income.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Add Distribution window of a guarantor payment, search or enter the Account number to which you are applying the on account distribution.

The service lines on the account are listed in the table. Service lines that have been moved to pre-collections, external collections, or pending eternal collections are color-coded according to the key:

Connect Documentation > Adding On Account Distributions (Guarantor Payment) > Collections_Legend.png

Click for the Account. The Search Criteria window opens.
Do one of the following:
- To find all accounts, click OK.
- To find accounts by one or more of the following filter options, enter the search criteria, and then click OK:
  - Account ID
  - Date of Service
  - Check Number
  - Claim ID
  - Pre-Collection Account ID
  - Case ID
  - Facility Case ID
  - External Case ID
- To search by Practice, open the drop down list and select the practice associated with the account.
- To filter search results by account flags, select the checkboxes of any of the following options:
  - Hold Statements
  - Suspend Pre-Collection
  - Returned Mail
  - Suspense Guarantor Collections
  - Suspense Insurance Collections
- To find specific accounts by guarantor, specify one or more of the following filter options, then click OK:
  - Type
  - Guarantor
  - DOB
  - SSN/EIN
  - Phone
- To find specific accounts by patient, specify one or more of the following filter options, then click OK:
  - Patient
  - DOB
  - SSN
When the search is completed, the accounts matching the search criteria are listed on the Find Account window.
Use one or more of the filtering controls to find a specific account in the account set:
- Guarantor Name
- SSN/EIN
- Phone
As you enter information in the filter, the accounts list shows only the accounts that match the filter. Clear the filter to display all accounts in the account set.
Select the Show Patient Information checkbox to hide or show patient information for each guarantor account.
Click the account to which you are applying the service line distribution or on-account line item, then click OK. The account number of the account you selected appears in the Account field.

2

(Optional) Review the Account Transactions section (Active AR Grid) at the bottom of the page for the selected Account.

Click the to expand or collapse the AR Grid display at the bottom of the page.

3

Enter the Amount being applied.

4

Click OK.

The on account distribution is accepted, and the Add Distribution window closes. The on account distribution is added to a new row in the On Account table on the Payment: [ID] page.

5

Link or unlink an image to the distribution, if applicable.

6

Repeat the steps above for each account to apply an on account distribution.

7

When you are finished, click Save (or press Alt + S).