OpenEMR: Accounting and Receivables Based on OpenEMR 4.1 Laboratory Informatics Institute January 2014

OpenEMR: Accounting and Receivables Explanation of Benefits. Entering of Payments. Patient Invoices and Payments.

OpenEMR: Accounting and Receivables Administrator and Accounting class users are authorized to enter receivables for the clinic. Select fees and then billing from the navigation menu. Clicking EOB will bring up explanation of benefits. This is also where you can upload ERA files. Click help for more information or put the payments in manually. Help is in the upper right corner.

OpenEMR: Accounting and Receivables At the top you can enter source, payment date, and amount. When all invoices have been completed in this way the amounts shown for the accounts should be $0. Search fields are for locating specific invoices. In the search field enter date of service for example, to bring up invoices from that date. Prv indicates the number of companies that the payments are still outstanding for.

OpenEMR: Accounting and Receivables Click the invoice number that you wish to work with. The source and pay date information from the previous window is copied over into this one. Enter the amount in the remaining balance, and check needs secondary billing. This allows for billing to the secondary insurance company.

OpenEMR: Accounting and Receivables Select done with Ins1 to indicate the primary insurance EOB has been completed. Save your work! Enter payment from the secondary insurance company in the same way. The secondary EOB is Ins2. You can adjust the invoice from this screen, entering W will waive the remaining balance. Enter a reason for the adjustment and click save.

OpenEMR: Accounting and Receivables Once the insurance payments are complete, you can use the EOB section to generate an invoice to the patient for the remaining balance. Select due pt and then search to display invoices waiting payments from patients. Invoices waiting for payment from insurance companies will not show here.

OpenEMR: Accounting and Receivables Check the box next to the invoice and select print statement to generate a patient statement. Prv 1 is now showing, this allows you to keep track of how many invoices have been sent for the same encounter. You can also enter a billing note, by clicking on the patient’s name.

OpenEMR: Accounting and Receivables Click save to save your billing note. When entering the payment, follow the same model as the insurance payments. Double check that the now posting display, shows the patient. Click save to save your work.