Insights posts remittances automatically every six hours, provided that doing so will not result in an error, negative balance, or other problem. You can learn more about remittances in manual review, some of problems that cause them and their solutions, with this guide.
If you would still like to manually post a remittance anyway…
📮 Here’s How to Do It
Navigate to the Posting Tool and filter for the encounter in question.
Click the arrow next to the encounter to see all its procedures. Find the one you’d like to edit and click Post/Adjust.
In the Unposted Remittances list, find the remittance you’d like to post. Click the green checkmark icon to ‘Add to Preview.’
This will bump it up into the Posted Payments list.
It will be highlighted blue, indicating that it is in (automatic and mandatory) Preview Mode.
The Posting Tool’s Preview Mode allows you to see the effect that taking a given action will have on the encounter’s financials — in this case, posting an unposted remittance.
You can see the changes that will occur, written in blue text, in the Procedure Summary at the top.
If anything looks incorrect, you can always click the ‘Undo’ arrow in the preview’s ‘Actions’ column.
Once everything looks the way you expect, click Confirm Posting.
Note that you can edit any of the categories of the remittance in preview mode by clicking them. Generally, editing them is not recommended. See this guide for more details on using posting tools.
Powered by