OnSTAFF 2000
Menu/PAYMENT/GUARANTOR
Menu Options:
Open Item Used to apply or reverse payments and adjustments from all Payors, line item by line item or by jumping or tagging specific line items.
Auto Payment When software requirements have been met, used to perform auto payment/adjustment posting for Medicare, Medi-Cal and/or Capitated (Pre-Paid) Contracts.
Balance Forward
Guarantor The Guarantor option is used to post payments to family accounts (accounts linked together
Load MCAL
ANSI Auto Pay Use the new payment menu option ANSI AutoPay to post the ERA file. Auto Payment will be used for all other auto payment features.
Exit Returns to the Main Menu.
Main Menu / Payment / Guarantor
The Guarantor option is used to post payments to family accounts (accounts linked together through the use of the /New Patient <Guarantor> field).
When the Guarantor option from the /Payment Menu is selected, On-Staff will display the following screen:
Guarantor
Account No.: When not already displayed, enter the guarantor's account number associated with the family you are posting a payment for. If the account number is unknown, search by entering all or part of the name (last name, first name) and/or the wild card (*) then press [Enter]. When a patient is linked to a guarantor, the guarantor name is displayed in the patient's Accounting and Open Item Ledgers in the <Guarantor> field, the guarantor account number is displayed in the patient's demographic screen in the <Guarantor> field. To find all members of a family, go to /Main Menu/Account and type in any family member's name, press [Enter], and all family members will display. A minus sign (-) designates the family guarantor, a plus sign (+) designates the minor party(s) of that family.
NOTE: 'Guarantor' does are not always apply to family situations. For instance, you may have an elderly patient living in a rest home with F & M Trust receiving all their bills. In this situation, F & M Trust would be the guarantor.
Payment
Amount: 0.00 is displayed automatically. Enter the amount being paid.
Source of
Payment: Enter the /Utility/Messages/Remark <Remark Code> that describes the payment being made. Pressing the [F2] search key will allow you to search the Remark library for an appropriate code. Bypassing this field (leaving it blank) will cause On-Staff to describe the payment using the remark code found on the <Payment Remark (DEF)> field of the patient's /Utility/Category screen.
Source of
Adjustment: NOT USED. Press [Enter] to bypass this field.
Adjust
Balance (Y/N): NOT USED. Press [Enter] to accept the default of N and bypass this field.
Check
Number: Enter the patient's check number or 'CASH', 'VISA', etc.
Batch
Number: The last batch number entered the last time through this screen will display as the default and if none, a 0 will display. Certain Journals and the Reverse Entry option may be requested for a specific batch number there by limiting these features to items contained only in the specified batch. If you would like to use these features, it is suggested that a batch number be entered, otherwise press [Enter] to accept the default of 0.
After pressing [Enter], the payment will be distributed in sequential account number order starting with the lowest account number and oldest date of service whose /Ledger <W> (who) column value is G, and a guarantor paid date will be placed in the /Ledger <Code> column (i.e., G08/08). Following are three examples of On-Staff's method of applying a payment using the Guarantor option. In all three examples, account 1319 is the guarantor account.
Example 1: $25.00 payment
|
Account Number: |
Date of Service: |
Charge: |
Credits: |
Balance: |
Payment Here: |
Remaining Balance: |
|
1314
1319 1320 |
08/01/00 08/01/00 08/01/00 08/04/00 08/04/00 07/15/00 |
45.00 10.00 20.00 45.00 45.00 45.00 |
35.00 7.00 5.00 41.00 22.00 30.00 |
10.00 3.00 15.00 4.00 23.00 15.00 |
10.00 3.00 12.00 |
0.00 0.00 3.00 4.00 23.00 15.00 |
|
TOTALS: |
|
210.00 |
140.00 |
70.00 |
25.00 |
45.00 |
Example 2: $50.00 payment
|
Account Number: |
Date of Service: |
Charge: |
Credits: |
Balance: |
Payment Here: |
Remaining Balance: |
|
1314
1319 1320 |
08/01/00 08/01/00 08/01/00 08/04/00 08/04/00 07/15/00 |
45.00 10.00 20.00 45.00 45.00 45.00 |
35.00 7.00 5.00 41.00 22.00 30.00 |
10.00 3.00 15.00 4.00 23.00 15.00 |
10.00 3.00 15.00 4.00 18.00
|
0.00 0.00 0.00 0.00 5.00 15.00 |
|
TOTALS: |
|
210.00 |
140.00 |
70.00 |
50.00 |
20.00 |
Example 3: $75.00 payment (note only $70.00 was posted)
|
Account Number: |
Date of Service: |
Charge: |
Credits: |
Balance: |
Payment Here: |
Remaining Balance: |
|
1314
1319 1320 |
08/01/00 08/01/00 08/01/00 08/04/00 08/04/00 07/15/00 |
45.00 10.00 20.00 45.00 45.00 45.00 |
35.00 7.00 5.00 41.00 22.00 30.00 |
10.00 3.00 15.00 4.00 23.00 15.00 |
10.00 3.00 15.00 4.00 23.00 15.00 |
0.00 0.00 0.00 0.00 0.00 0.00 |
|
TOTALS: |
|
210.00 |
140.00 |
70.00 |
70.00 |
0.00 |
NOTE: In example 3, only $70.00 of the $75.00 was posted since the total family balance was only $70.00. In this situation, On-Staff will display the following warning:
The remaining $5.00 will then need to be posted manually through Open Item Payment. This $5.00 may be posted to any charge and will result in a credit balance.