Accounts Receivable

Chapter 27

Objective

• Use the Accounts Receivable Aging Dashboard

Key Concepts

• No payments• Underpaid• Overpaid• Denied• No follow-up• With follow-up• Payments not yet applied• Unidentified

Accounts Receivable Aging• Figure 27-1• Click Billing button on MedTrak Main menu then clicks AR Dashboard

button• This dashboard tracks invoices/payments with non-zero balances:• Invoices with no payments• Partially paid invoices(underpaid)• Overpaid invoices for which payer denies that payer owes for charge(s)• Invoices with no follow-up(no collection activities started)• Invoices with follow-up(collection activities started)• Payments not yet applied to invoices (for which payer is known to

facility)• Payments received from unidentified sources(for which payer is not

known)

Accounts Receivable Aging• Accounts receivable Aging Dashboard has two main sections• 1. Debit A/R• 2. Credit A/R• Total Debit, Total Credit, and Total Net AR• Figure 27-2 Aging periods for the Accounts Receivable Aging

Dashboard• Filters are set up displaying invoices for just one facility or for entire entity, or based on

activity, by invoices with follow-up and without• Accounts Receivable Dashboard totals reflect amounts based on last time that

dashboard was refreshed• To display invoices in category for that aging period click appropriate amount field• To display different aging period click blue arrow buttons at top of screen or use Next

Time Periods and Prev Time Periods buttons• Accounts receivable Aging Dashboard is now set to next aging period from previously

known screen-Figure 27-3• Do This! Pg. 340

Invoice Activity Filter

• At top of screen is drop-down selection list• Click drop-down list select invoice activity filer

and click Reset View button at top right of screen or Reset View button on left side of screen-Figure 27-4

• Do This! Pg. 341

Invoice Follow-Up Filter

• Top of screen is also drop-down selection list• Click drop-down list select follow up filter then

click Reset View button at top of screen or Rest View button on left side of screen-Figure 27-5

• Do This! Pg. 342

Selecting An Accounts Receivable Category And Aging Period

• To view invoices click number that represents category and aging period

• On Accounts Receivable Aging Dashboard click Debit A/R/Insurance category for 0-30 day aging period-Figure 27-6

• Figure 27-7 A/R by Balance: Insurance, Age 0-30 screen

• Figure 27-8 Invoices, Age 0-30 screen• Figure 27-9 Invoices, Age 0-30 screen showing

Change Payer Display selection• Figure 27-10 Invoices, Age 0-30 screen showing

Change Display Order selections• Figure 27-11 Invoices, Age 0-30 search function

Balance Billing To The Secondary Payer

• Figure 27-12 Invoices, Age 0-30 screen showing balance bill (BB) command

• Figure 27-13 Invoices, Age 0-30 screen showing balance billed to Nationwide

• Figure 27-14 Accounts Receivable Aging Dashboard

• Figure 27-15 A/R by Balance: Insurance, Age 0-30 screen showing that Nationwide

has a balance• Figure 27-16 Invoices, Age 0-30 screen showing the

Baker invoice with a balance of $100.00• Do This! Pg. 351

Printing The Nationwide CMS1500 For Mr. Baker

• You will need to print and turn in your patient’s CMS1500 to Nationwide for your assignment

• Do This! Pg. 351