Payments & Adjustments

Tutorial: Payments and Adjustments in AllMed PM

Welcome to the AllMed PM tutorial! Today, we'll explore the payments and adjustments features within the AllMed PM system. Let's get started:

1. Accessing Payments and Adjustments
   • Per-Patient View:
     • Click on the database to access the per-patient view.
     • Locate the patient and find the payments and adjustments section.
     • Add transactions for the patient's claims.
   • Sidebar View (Recommended):
     • Click on "Pay to Adjust" in the sidebar for advanced features.
     • Click "Find" to display all patients with open claims.
2. Key Features in Payments and Adjustments
   • Patient Selection and Claim Details:
     • Click on "First Patient" to select a patient and locate a claim.
     • View individual claims and transaction lines.
     • Detailed transaction information is displayed on the right side.
3. Recording Payments
   • Add a Payment Transaction:
     • Click "Add" for the selected claim.
     • Enter payment details (date, type, amount).
     • Save the transaction and adjust the balance.
4. Applying Adjustments
   • Add an Adjustment Transaction:
     • Select the next transaction.
     • Mark it as an adjustment (e.g., write-off).
     • Specify the adjustment type and amount.
     • Save the adjustment to update the patient portion balance.
5. Payer Types and Transaction Options
   • Payer Types:
     • Primary, secondary, tertiary, independent, patient, and lawyer.
   • Transaction Options:
     • Payment, bill, adjustment, refund, copay, deductible, bill deductible payment, patient responsibility, document, reassign, interest rate, and file.
6. Customization and Additional Functions
   • Customizing Transaction Types:
     • Define custom transaction types as needed.
   • Payment Methods and Notes:
     • Choose payment methods (check, credit card, cash, EFT).
     • Add notes for explanations or additional information.
   • Handling Multiple Service Lines:
     • Edit details to specify payment amounts per line.
     • Leave details unchecked for total amount display.
7. Managing a Scenario: Blue Cross Blue Shield Payment
   • Click on "Check" and add payment details (check number, payer, amount).
   • Navigate to the primary payer section and search for Blue Cross Blue Shield.
   • Select the relevant patient (e.g., Ashley) and the corresponding claim.
   • Add primary payment, specify it as a check payment, and enter the amount.
   • Save the payment and apply a write-off adjustment.
   • Repeat the process for other patients (e.g., Rebecca).
8. Error Correction and Electronic EOBs
   • Correcting Imbalanced Balances:
     • Click on the related check, select "View," and identify the discrepancy.
     • Make the necessary corrections to fix the error.
   • Electronic EOBs (Note: Demo Version):
     • Set up integration with your clearinghouse for electronic EOBs.
     • Log in to your clearinghouse account, download the file.
     • In allMed PM, select "Electronic Payments" to upload the file and generate a report.
     • Contact us for a detailed demonstration and further discussion.
9. End-of-Day Reporting
   • Generate a comprehensive report summarizing payments and adjustments.

If you have any further questions or need assistance, please don't hesitate to ask. Thank you for your time and interest in AllMed PM.