Posting - Posted Payment Grid (Fusion Enterprise)

  Permissions! Clinic Staff must have Administrator, Billing Manager, Billing Assistant, or Operations Manager Permissions assigned in order to manage Postings.

Fusion Enterprise understands that billing is a critical function of any practice. As such, we have ensured that you can run all of your practices billing through Fusion Enterprise and make it as easy as we can. This series of introductory articles will cover the important aspects of managing Postings with Fusion Enterprise.

Posting - Posted Payment Grid

Once a post date has been entered in the Payment Entry area, the Payment Grid will populate with any payments that have been entered for that day. If no payments have been entered yet, the grid will remain empty. As you enter payments they will appear in the grid as shown below.

Payment Grid

Posted	The post date for the payment.
Source	The source or type of payment.
Amount	Amount of the payment.
Applied	The total amount that has been applied to patient accounts.
Carrier	If the payment is from a carrier the name of the carrier will be listed here otherwise it will be left blank.
Case ID	If the payment is from a patient the Case ID of the patient will be listed here otherwise it will be left blank.
Identifier	The identifier that was entered when the payment was posted.
Entry Ordinal	The ordinal of the payment. Useful when trying to figure out the order in which payments were entered. Clicking on this column will sort the grid in the order in which payments were entered.

Right-clicking on the grid will bring up the following menu:

Payment Grid Menu

Add Transaction	Launches the Payment Application dialog and allows the applying of payments to patient accounts.
Refresh	Refreshes the payment grid. Useful if another user is entering payments from another terminal.
View Payment Detail	View Payment Detail will display a report showing exactly where the money was applied and any adjustments that were made.
View Note	Allows you to add, edit and view a note associated with a given payment.
Edit Payment	Allows you to edit the payment information. NOTE – you must have the correct user permission to do this operation.
Delete Payment	Deletes the payment and removes any money that has been posted to patient accounts. Note this will also delete any associated adjustments as well.
Close	Closes the Payment Posting dialog.

After a payment has been posted it must be applied to a patient’s case(s). Selecting a payment in the Payment Grid and selecting Add Transactions will take you to the Payment Application dialog.