Qualifying Your Credit Type Selection for Payments and Adjustments

When entering a new payment in the Credit form, you must select a payment type from the drop-list.

Depending on your choice, an additional field will appear on the screen to collect appropriate information, as shown below:

Credit Type Adjustment

Credit Type Cash

Credit Type Credit Card

Credit Type Check

Credit Type Denied

Credit Type EFT

Credit Type Other

In each case, the next step is to click the new field to open a selection list. In some cases, the list will display available options. For example, Adjustment type and Denied type will reveal lists showing choices that were preconfigured from Billing Lookups > Other Billing Lookups in the Navigation bar. In addition, the user can add a new Adjustment or Payment Denial reason code by clicking the New button in the lower right corner of the pick list.

Pick lists for each of the other types (Cash, Credit Card, Check, Electronic Funds Transfer, and Other) all behave in a similar fashion. For example, the list for a Check payment will contain any previously entered checks from the current payer that still have an undistributed amount, but whether some existing checks appear or not, you can add a new check by clicking the New button in the lower right corner.

Note that in SOS G5, even cash payments must be logged and recorded with an optional description and a system generated voucher identifier. Once entered in SOS, the cash payment can be managed in exactly the same way as a check payment. For example, amounts from a single large cash payment can be distributed and tracked across multiple credit entries, and even used to make payments against several different patient accounts that share a common payer (like a parent who is configured as the payer for a spouse and/or several children). Credit types Other and Electronic Funds Transfer work the same way as well.

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