Auto-Assign is a tool that will allow the first patient unassigned payment for the date of service to be automatically assigned to the first charge when it is created on that date of service. This feature is inactive by default. Please contact tech support if you are interested in enabling this feature.
Let me demonstrate this function with an example. I open my patient file and create an unassigned credit card payment on my account for today’s date of service.
Next, I will click on the “Charges” tab and begin to add a service charge:
When I save the charge, a tooltip displays and tells me that the payment I made today on this account was assigned to today’s first service.
When I view the payments tab, I see that the unassigned payment has now become a regular assigned payment on the first service line.
NOTE: This function DOES NOT regard that the amount of the payment exceeds the service line, nor does it create any patient responsibility line transfer line items. It solely attaches the unassigned payment to the first date of service that is created for the day.
For what to do with the remaining balance on the charge, see the FAQ at Auto Reconcile - What to do with Remainders
Note for Tech - We need to enabled IMP 81 and check the box in Settings > Ledger > Extra Options. This only reconciles payments and charges with todays date. If we want to reconcile any date on a FIFO basis, we also enable IMP 89. And if we want to allow reconcile to handle the charge amount remainder after reconcile, we need to enable IMP 101 and then configure it in Settings > Ledger > Extra Options.
If we only want this to work with AutoPay, then we only need to enable IMP 48 and enable the setting in AP > Settings. This will only reconcile against the charge line that AP just did an xfer on, and it uses FIFO.
0 Comments