Maintain Payment Codes

With the Maintain Payment Codes function you can review information for a specific code, add new codes to the table, change the information for existing codes, print the table, and inactivate or reactivate a code.

NOTE: How you complete this table will affect how your payments are posted. For detailed information see the Personal Payments, Co-payments and Insurance Payments, sections of Payment Entry.

Upon accessing this function, the Maintain Payment Codes screen displays containing blank data fields.



Data Field Information
Prompt Response Req Len
Payment Code Type the code you want or click the magnifying glass to search the table. This code cannot begin with a zero. 5
Payment Description Type a description of the payment code. This description will be printed on patient statements unless you enter a Remark during Payment Entry, which will override this field. 45
Brief Description Type the brief description for the code. 20
Insurance Payment Select the applicable option.

Yes - If this payment code represents an insurance payment, select this option.
No - If this payment code represents a patient payment or other type of payment, select this option.
Co-payment - If the payment code represents a co-payment from the patient, select this option.

NOTE: For detailed information about how this selection affects how your payments are posted, see the Transactions, Payment Entry section of Help.		 1
Adjustment Code Type the adjustment code you want to default with this Payment Code or select from the Adjustment list, if applicable.   5
Include on Print Patient Pmts Report Select this check box to include payments posted with this Payment Code on the Print Patient Pmts report. This provides additional control over which patient payment codes are included on that report.   1

After you Save the code, the information refreshes on the screen.

Inactive Codes - If you select a code that has been inactivated, CGM webPRACTICE displays the existing information for the code but the data fields will be unavailable and you cannot make any changes. Reactivate will be the only active function in the Action Column. You must reactivate the code before you can change any of the data stored for the code.

If you are the System Manager for CGM webPRACTICE, you should limit access to the Maintain function to select staff members. You should also provide guidelines (customized to your practice) to these staff members for entering table data in a consistent manner. This should protect the integrity of your table information.

Use the Action Column functions to edit or create codes. To create new codes or edit existing codes in the table, a user must have the Allow Table Update check box selected in Maintain Users under System, User Management, and be given the appropriate security level. For additional information about security levels, see the Function Security Menu under System, User Management. For setting up user codes, see Maintain Users. If the Maintain function is accessed and the user is not authorized to 'Allow Table Update', the New, Inactivate, Reactivate, and Save functions in the Action Column will be unavailable. These functions will appear dimmed on the screen and the user will only be allowed to Review codes. If the user does not have the appropriate security level to access the Maintain function, codes can also be reviewed using the Review a Payment Code function.

Action Column Functions
The Action Column functions are provided so you can perform multiple functions quickly and efficiently from within the Maintain function.

Select - Displays a new screen with blank data fields so you can select another code.

New - Displays a new screen with blank data fields so you can enter the information for a new code.

Next - Displays the next code in the table. If you are viewing the last code in the table and click Next, CGM webPRACTICE returns to the main Tables menu. If you make changes to the table and click Next, the changes will not be saved. You must click Save to save the changes before proceeding to the next table item.

Previous - Displays the previous code in the table. If you are viewing the first code in the table and click Previous, CGM webPRACTICE returns to the main Tables menu. If you make changes to the table and click Previous, the changes will not be saved. You must click Save to save the changes before proceeding to the previous table item.

Print - You can print all or part of the contents of the table. For additional information on printing, see Print the Payment Code Table.

Inactivate - Immediately inactivates any active code currently displayed on the screen. When you inactivate a code in the table, it is not actually removed from the table but is assigned an inactive status. CGM webPRACTICE needs to retain information about the inactivated code for any data that was previously entered with that code. After a code has been inactivated you cannot use it for any data entry operation. An entry will be logged in the Changes to Table category in the System Log under System, File Maintenance, Look-Up Functions.

Reactivate - Immediately reactivates any inactive code currently displayed on the screen and allows it to be used in data entry again.

History - Displays the change history for the code currently displayed on the screen.