, or click 
to add new entries.
To enter a new remittance from a payor:
1. From the main menu, click Accounts and select Payments. By default, the software displays the Enter Remittance tab.
2. Verify the header displays , or click to add new entries.
3. In the Remittance Details section, enter the Remittance #.
4. Enter the Deposit Date and Effective Date (in mm/dd/yyyy format) or click 
and then select the dates using the pop-out calendar selection prompt.
5. In the Payor field, select the appropriate payor from the drop-down menu.
6. Enter the remittance amount in the Amount field.
7. Enter any additional comments about the remittance in the Notes field.
8. Click 
. Enterprise Edition displays the remittance information in the remittance grid.
9. For each additional remittance, click at the top-right to begin a new entry.
10. To make any adjustments at this time, click Post Payment Adjustment. An additional Non-Patient Receipts section will display below:
● Enter the Reference # and select the GL Account using the drop-down menu.
● The Date will automatically default to the current date and the Amount will reflect the remittance amount of the payment posted.
● Click Post GL Adjustment. This will remove the selected payment from the Remittance Master.
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Remittances that are sent by Medicare are received with a "Total Paid to Provider" and a "Total Check/EFT Amount". In the Amount field (for applicable Medicare remittances), the software will utilize the "Total Check/EFT" amount that is received — this is the amount actually deposited to the provider's bank account. This ensures that the totals will match, regardless of the scenario. |
