1. Accounts Receivable Chapter 27

2. Objective Use the Accounts Receivable Aging Dashboard

3. Key Concepts No payments Underpaid Overpaid Denied No follow-up With follow-up Payments not yet applied Unidentified

4. 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)

5. 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 27-2Aging 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

6. 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

7. 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

8. 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 27-7A/R by Balance: Insurance, Age 0-30 screen Figure 27-8Invoices, Age 0-30 screen Figure 27-9Invoices, Age 0-30 screen showing Change Payer Display selection Figure 27-10Invoices, Age 0-30 screen showing Change Display Order selections Figure 27-11Invoices, Age 0-30 search function

9. Balance Billing To The Secondary Payer Figure 27-12Invoices, Age 0-30 screen showing balance bill (BB) command Figure 27-13Invoices, Age 0-30 screen showing balance billed to Nationwide Figure 27-14Accounts Receivable Aging Dashboard Figure 27-15A/R by Balance: Insurance, Age 0- 30 screen showing that Nationwide has a balance Figure 27-16Invoices, Age 0-30 screen showing the Baker invoice with a balance of $100.00 Do This! Pg. 351

10. 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