OnSTAFF 2000
WITHHOLD POSTING
Software Requirements for Withhold Posting:
/Utility/Procedure:
Withhold (Y/N): This field is used to indicate whether or not to adjust the withhold amount at the time of posting the charge. Press the [F2] search key to display the following valid choices:
Y - Adjust the withhold amount.
N - Do not adjust the withhold amount.
NOTE: If Y is used, be sure to enter Y on all procedures except those set up to post co-pay charges.
/Utility/Insurance/Pay Plan/Pay Plan:
Withhold (F/C/A/N): This field together with the <Withhold Amount> field is used to determine the actual amount to be withheld. Press the [F2] search key to display the following valid choices:
F - The <Withhold Amount> field entry is a dollar amount. Withhold this dollar amount.
C - The <Withhold Amount> field entry is a percentage. Withhold the charge amount multiplied by this percentage.
A - The <Withhold Amount> field entry is a percentage. Withhold the approved amount multiplied by this percentage.
N - Do not withhold.
NOTE: You may choose to adjust or not adjust the withhold amount at the time of posting the charge (/Charges/Charge <C> (command) column options B, C, and Z).
Withhold Amount: This field is used to indicate either the actual dollar amount to be withheld or the percentage amount to be used to calculate the dollar amount to be withheld according to the contracted withhold. Leave this field blank if no withhold is required.
Adjustment Code: This field is used to indicate the /Utility/Messages/Remark <Remark Code> to be used as the desired withhold adjustment remark.
NOTE: ADDITIONAL SOFTWARE REQUIREMENT. The New Patient Insurance screen <Pay Plan> field must contain the appropriate plan code from the /Utility/Insurance/Pay Plan/Pay Plan <Plan Code> field at the time of posting the charge to enable the withhold feature to make the withhold adjustment.
POSTING CHARGES
At the time of posting the charge, the withhold adjustment will happen automatically ONLY if all the software requirements for this feature are met. You must press C from the C (command) column of the Charge screen to commit the withhold adjustment. If Q, [End] or the back tab key ([ ßTab]) is pressed prior to committing the withhold adjustment, the following prompt will display:
WARNING
Please Apply the Adjustment by
Pressing C at Command Column Before
Exiting the Charge Screen.
(See also /Charges/Charge <C> (command) column new options B, C, and Z).
Based on the pay plan for the patient’s primary insurance (New Patient Insurance screen <Pay Plan> field entry), the patient's Accounting Ledger will contain the /Utility/Messages/Remark <Description> field entry for the remark code entered in this pay plan <Adjustment Code> field.
The withhold adjustment activity will be included in the Management Reports..