Posting - Carrier Payment Application: Right Click Menu (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.

Carrier Payment Application: Right-Click Menu

The main right-click menu has many other options in addition to the Add Transactions discussed above.

Payment Application Menu

Edit Transaction	Edits the transaction that is currently selected in the Transaction grid.
Add Transactions	Displays the dialog for entering transactions.
Add Adjustment Transaction	Adds an Adjustment to the currently selected charge that is not connected to the payment.
Add Per Diem Transaction	Allows you to input a single dollar amount that the system will then spread across all charges in the visit.
Adjust Visit Balance	Adjusts the balance of the visit to the set dollar amount by creating a set of adjustments.
View Transaction Note	Add, create, view, or edit a note associated with the currently selected transaction.
Delete Transaction	Deletes the currently selected transaction.
View Case Note	Add, create, view, or edit the Case note.
View Billing Note	Add, create, view, or edit the Billing note.
View Visit Note	Add, create, view, or edit the Visit note.
Apply Changes	Saves the changes.
Apply Changes and Close	Saves the changes and closes the dialog.
Close	Closes the window discarding any changes.

Edit Transaction

Selecting a transaction from the Transaction grid and clicking Edit Transaction will display the Edit Transaction window.

The window allows you to edit the Payment, Adjustment, and Reason. When finished, clicking Ok will save the changes, while Cancel will close it without saving.

Add Adjustment Transaction

The Add Adjustment dialog allows you to add an adjustment and adjustment reason for the selected charge.

This adjustment is not linked to the payment that is currently being applied. This is useful in situations where a patient may have a hardship clause. After the carrier money is posted and the charge has been adjusted for Reasonable and Customary, you may add an Adjustment for the patient and set the adjustment reason to Hardship. This second adjustment will be recorded separately from the adjustment that was entered with the payment.

Add Per Diem Transaction

Some carriers pay a flat rate per diem. For example, a carrier may pay $50.00 per visit with a $10.00 co-pay. Selecting Add Per Diem Transaction from the menu displays the following dialog:

You would enter the amount of the payment, the balance remaining, and a reason for adjusting the balance. Once entered, Fusion Enterprise will spread the payment over the charges either linearly or proportionally. (This is decided when the system is installed.) Fusion Enterprise would also add adjustments to each charge, so the total balance for the visit would equal $10.00.

Adjust Visit Balance

Adjust Visit Balance works in much the same manner as the Per Diem Transaction, without entering a payment.

For example, assume a patient has a hardship and you wanted to adjust his total balance for the visit to $25.00. Instead of going to each line item and making an adjustment, you could use Adjust Visit Balance and set the desired remaining balance and the adjustment reason, and Fusion Enterprise would go through each line item and make the necessary adjustment to make the end balance $25.00.