Auto-Posting Payments Integration

With the Auto-Posting Payments Integration function, you can control how co-payments are auto-posted when the Auto-post Co-pays option is selected in the Procedure Entry Integration function, the Manual Posting - Auto-post Co-pays option is selected in the Unposted Procedures Integration function, or when you auto-post co-payments in the Unposted Payments function. We recommend you modify/select these various settings according to the individual needs of your practice every time a new database is created. This information must be set up for each database and entered from within that database.

Data Field Information

Prompt	Response	Len
Allow Auto-Post to Create a Credit on Pt Acct	If you want co-payments to auto-post even when doing so would create a credit balance on the patient's account, select this check box.	1
Allow Auto-Post if no Dr tied to the Payment	If you want co-payments that do not have a doctor tied to them to be auto-posted, select this check box. This check box is selected by default.	1
Restrict Auto-Post to Procedures Selected	If you want to restrict auto-posting of co-payments to only the procedure codes listed in the Procedures section, select this check box. This check box is selected by default.	1
Allow Auto-Post to Procedures not tied to Appts	If you want co-payments that are tied to appointments to be auto-posted to procedures even when the procedures are not tied to an appointment, select this check box. By default, this check box is not selected.	1

Procedures

Click the Procedures Action Column button to access the Procedure Codes to Auto-Post screen, where you can select which procedure codes co-payments can be auto-posted to. By default, the list is pre-populated with E&M procedure codes (99200–99499).

Type a procedure code in the Procedure Code field or click the magnifying glass to search for a code, then click Add to include it in the Selected Codes list. To remove a procedure code from the list, click the (remove) link next to the code.