Review and Prove Out Insurance Payments by Check Number

Your practice can reconcile posted insurance payments with two different reports in the Report Library: The Payment Totals by Check Number report displays check totals by date. The Payment Details by Check Number report displays each individual payment on a particular check.

Contents

1 Reconcile Insurance Payment Totals
2 Investigate Payment Details
3 Fix Payments That Were Posted Incorrectly
4 Customize to Display Additional Criteria and Columns
- 4.1 Add Transaction Date
- 4.2 Display Posting Date Column

Reconcile Insurance Payment Totals

After posting insurance and other payments, run the Payment Totals by Check Number report in the Report Library to compare the posted payments with your ERA or EOB.

Open the Report Library

Open the Report Library from the Reports menu in PCC EHR.

Select the Payment Totals by Check Number Report

Select the Payment Totals by Check Number report in the Financial Oversight category.

You can control which users have access to this report. To learn more, visit Restrict Access to Reports in the PCC EHR Report Library.

Choose Report Criteria

Choose the posting date and payment classes that you wish to report on.

Generate the Report

Click the “Generate” button to run the report.

Review the Generated Report

Review your payment data by check number in the generated report.

You can group, sort, or hide columns in the report output. To learn more about working with generated reports, read Run Reports in the Report Library.

Reconcile Payments with the Generated Report

To ensure that all payments are present, compare the generated report with your ERA or EOB. Keep in mind that this report does not display adjustments.

If the values do not match, make a note of the check number and total on this report, then run the Payment Details by Check Number report (as described in the Investigate Payment Details section below) to compare each individual entry and find the discrepancy.

Investigate Payment Details

When entries in the Payment Totals by Check Number report do not match the numbers on your ERA or EOB, run the Payment Details by Check Number report to see the details for each payment entry.

Select the Payment Details by Check Number Report

Select the Payment Details by Check Number report in the Financial Oversight category.

You can control which users have access to this report. To learn more, visit Restrict Access to Reports in the PCC EHR Report Library.

Choose a Posting Date Range

Use the drop-down, date fields, or calendar icon to choose a posting date.

Posting Date is the date that the payment was entered into PCC.

Search for the Check Number

To search for your check number, choose a search method and enter some or all of your check number into the search field.

The search can be broadened or narrowed as needed.

Contains: searches for checks that contain your entry in any part of the check number.

Equals: searches for only an exact match with your entry.

Starts with: searches for check numbers that start with your entry.

Ends with: searches for check numbers that end with your entry.

Set Payment Class

Set the payment classes that you want to include on your report.

Generate the Report

Click the “Generate” button to run the report.

Compare Posted Payments with the Generated Report

Locate the data that you need and compare the generated report with your ERA or EOB amounts to ensure that all payments and charges are present and correct.

You can group, sort, or hide columns in the report output. To learn more about working with generated reports, read Run Reports in the Report Library.

Unlinked Payments Display with No Patient Name: Patient and PCC number do not display on this report when a payment is unlinked, such as with insurance takebacks. Payments associated with a takeback or refund remain on the report after the refund is processed.

Fix Payments That Were Posted Incorrectly

As you review these reports, you may find payments that were posted incorrectly.

Use either the Payments tool or the Insurance Payments tool in PCC EHR to review and edit an individual account’s full payment history. For more information, read Review Payment History and Edit Personal Payments.

Prove Out Daily: If you catch and correct mistakes on the same day as they were posted, the dates on your proving out reports will match cleanly when you run by posting date.

Customize to Display Additional Criteria and Columns

You can further organize your output by customizing your report and altering criteria.

Add Transaction Date

Both of these reports run by posting date as the default. To add the transaction date to either of these reports, customize your report, click “Select Criteria”, then select “Transaction Date”.

Once selected, the transaction date will display in the customization screen and on the generated report output.

Display Posting Date Column

To display the posting date column on the Payment Totals by Check Number report, customize your report, click “Edit”, then select “Posting Date”.

Once selected, the Posting Date column will display on the generated report output.

To learn more about creating a custom report, read Create a Custom Report.

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