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Post by avbilling on Sept 20, 2023 23:16:51 GMT -6
New to Crystal, how do I correct a payment? I missed a page of the remit & now need to correct the check amount & apply to those patients on the remit I already started. I can't find a log of the payments anywhere! Thank you
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Post by dritch on Nov 6, 2023 14:49:42 GMT -6
Go to reports tab and choose the daily report for the date that the payment was posted on. EFTS, checks and credit cards are separated so let's say you posted the payment as an EFT. You click on the EFT number in the total column. It will bring the total insurance payments posted per insurance company. So if you posted multiple payments for Anthem, double click on the insurance plan and each individual payment will come up. If you want to double check the patients/ invoices you applied payments to, double click again. You cannot edit the payment like you can in Officemate but you can see all the patients invoices you posted a payment too so if you have one page you are missing, you will be able to easily locate the patients. When this happens, I act like I am posting a new payment because it all reconciles as a eft for that insurance on the date. You just need to make sure you post it on the same day as the previous payment and make sure the insurance type is the same.. I hope this makes sense! LMK if you need more help!
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