Viewing a Remittance Payment

When a user opens a payment record from the remit payments grid, the Remit (Payment) screen will display, with the Payment tab selected. From this screen, users can review a variety of details about the remit payment, such as payment balance, how many claims are associated with the payment, total claim charges, total adjustment amount, etc.

Each individual remit record contains two information tabs: Payment and Claims. Furthermore, each information tab contains control tabs that allow users to perform different actions for the selected remit.

Payment Tab (Remit Payment)

When a user first opens a remittance payment record (from the Remit Payments screen), the Payment tab displays. This tab contains specific information associated with the payment, which is categorized into the following sections:

Payment Tab Controls

Two tabs are available at the top of the Payment tab in the Remit (Payment) screen, which contain several control features. Summarized below is the functionality for each payment control tab:

1 Transaction

A Save — Save current information in the remit payment record, including any corrections made or new information entered.

B Delete — Delete the selected remit payment record.

C Download 835 — Download the corresponding 835 file for the remittance payment.

2 Print — Specify information for the remittance payment and generate as a .pdf file.

Claims Tab (Remit Payment)

While viewing the Remit (Payment) screen for an individual remittance payment record, click the Claims tab to access information about claims that are associated with the selected payment.

Claims Grid

When a user first clicks the Claims tab, a Claims grid displays all claims that are associated with the selected payment record. As seen in the sample image below, the Claims grid uses a limited version of the format for other data grids in firstREV. This Claims grid (in Remit Payments) contains the following unique specifications:

1 Above the Claims grid, information about the specific remit payment is displayed (Payer, Date, Check/EFT Number, Payment Amount, Unapplied Amount ).

2 Instead of a Quick Search feature, users can directly search for associated claims by entering criteria in the Patient Account Number and/or Patient Name field and then clicking .

3 Click to remove any search criteria entered.

4 Click and use the Select Claims prompt to specify an existing claim in the system to associate it with the selected remittance payment record.

5 Users can click to refresh grid and sort records by a specific column of data, but users cannot customize columns for this Claims grid.

6 Users can only open an associated claim by clicking in the Action column.

Once an associated claim is selected from the Claims grid, a variety of details will display for the claim, as shown in the sample image.

1 Patient

2 Subscriber

3 Claim

4 Remark Codes

Enter a code in the Remark Code field and click to include the new code in this section.

5 Payment

6 Claim Level Adjustments

7 Services

Click to edit the existing service line using the Edit Service Line prompt.

Click to remove the existing service line.

Click to create a new service line and then enter all applicable details in the fields that display.

8 Notes

Four tabs are available at the top of the Claims tab in the Remit (Payment) screen, which contain several control features. Summarized below is the functionality for each claim control tab:

1 Transaction

A Save — Save current information for the claim, including corrections made or new data entered.

B Delete — Delete the selected remittance claim.

2 Print

A EOB — Print the Explanation of Benefits for the selected remittance claim.

3 Tools

A Match to Claim — Match the selected claim with another claim using the Select Claim prompt.

4 Return To Grid — Returns the user to the list of individual claims from the selected remit.