If you haven’t already read about Posting in Insights, please read that guide before jumping into this one.
At a Glance
When it comes to remittances, the vast majority of posting can be handled by Athelas' automated posting systems. However, payers occasionally send malformed, duplicate, or conflicting data in their remittances. Athelas’ systems will flag these cases for manual review, either by our operations team or your practice’s staff.
When you want to take care of posting issues manually, these tools enable you to do just that.
🛠️ Posting Tools
The Athelas Posting Tools are designed to give you more flexibility and control over remittances that are either marked for manual review, or that you want to adjust manually.
There are two sets of tools at your disposal:
- Posting/Adjustments Tool
- This gives you broad scope to post, negate, adjust, update, and archive remittances.
- Quick Write-Off and PR Write-Off Tools
- These work just as advertised. Use them to write off payer charges or PR charges.
Once you confirm an adjustment, it cannot be undone directly. If you want to reverse an action taken, you’ll need to perform a separate negation. All updates will be logged in their encounter’s payment ledger.
Details about these tools are available below.
Posting/Adjustments Tool (with Preview Mode)
Post, Negate, Adjust, Update, and Archive Remittances
The Posting Tool can be found under the Utilities section of the Insights navigation bar, or in the ‘Actions’ menu of any encounter.
Upon accessing the Posting Tool, you will see a list of encounters with information on their charges, stage, status, etc. Scroll to the right on this list to see even more data.
Click on the dropdown menu to expand an encounter and see procedure summaries.
Choose a procedure you want to work on and click Post/Adjust to enter the Posting interface, where you have the ability to:
- Negate previous remittances or adjustments if they’re no longer needed (if an old write-off needs to be reversed, for example)
- Write Off Denied or PR amounts to help balance the encounter
- Push to PR Denied amounts that need to become patient responsibility
For unposted remittances, you can:
- Post them, or
- Archive any that you don’t want to post (if they’re duplicates, for example)
Importantly, each of these actions is rendered as a Preview. This means that no actual changes will be made until you confirm them. You can make as many proposed actions as you like, and see how the encounter’s balance would be affected, to help you reach your desired outcome.
The Procedure Summary preview will show a recalculation of the procedure’s overall metrics in blue text, based on your proposed poosting/adjustments.
To undo a preview, simply click the 'undo-arrow' icon under the Actions column.
Create a Custom Adjustment
Sometimes, a situation arises in which making adjustments to existing remittances won’t lead to the ideal result. In these cases, use you can click the + button above the Actions column to Create a Custom Adjustment to suit your specific needs.
Select the claim your adjustment should be associated with and click Confirm. A Custom Adjustment preview row will appear in the Posted Payments section.
Everything is adjustable when performing a custom adjustment. Click the pencil icon that appears when you hover your cursor over each category in that row to manually adjust the amount shown for that column.
As with posting previews, if you would like to undo the custom adjustment row, simply click the ‘undo-arrow’ in the Actions column.
Once you’ve got everything adjusted to your specifications, be sure to click Confirm Posting to save your work.
The encounter's stage, status, and summary metrics will take a moment to refresh, but should update quickly. PR may take a minute or two to update before it is added to the patient’s account.
Quick Write-Off and PR Write-Off Tools
These two tools are accessible from an encounter details page. Open the ‘Actions’ menu and choose either Write Off or PR Write Off.
Note that often, only one of these will be available for a given encounter. This is because outstanding balances generally aren't pushed to the until patient until all other payers have been balanced.
Let’s walk through a quick example:
Upon clicking Write Off or PR Write Off, a modal will appear. For our example, we’ll choose Write Off.
Fill in the amount to write off and the reason for the write off. Then click Confirm Write-Off.
You will see a confirmation window.
Now, you can view your write off in that encounter’s payment ledger. Summary metrics for the encounter will refresh, statuses and stages will update, and within a few minutes any new PR will be passed to the patient.
In Conclusion
With these tools at your disposal you should be able to perform any posting and adjustments needed to balance your claims. This will increase the rate at which your practice gets the money it is owed.
📢 Further Assistance
We’re here to help! Please contact your account manager if you would like some hands-on assistance.
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