Phase 4 Exit Criteria

Post 

• Post one patient payment 

• Post one insurance payment

View 

• Search & Edit an Applied Check

• Understand Refund/Reversal (If applicable)

ERA

• Receive ERAs & Review Check (If Applicable)

• View EOB (If Applicable)

• Troubleshooting ERA Errors (If Applicable)

• Understanding Remittance Codes & Actions

• Missing or late ERA?

Payment Tracker

• Search posted payments

Patient 

• Manage Account

  • Understanding Deleting/undeleting transactions

  • Understanding debit/credit account

    • Understanding Adjustment Codes

  • Understanding refund/reversals

Statements

• Configure Plain Text Statements

• Configure Enhanced Patient Statements (If Applicable)

• Configure Automated Statements (If Applicable)

• Print one patient statement

• Print one patient info/ledger sheet

• Understand How to Assign for FDN & Collections  (Patient > AR Control)

• Understand Batch Print Statements

• Understand Statement Tracker

• Understanding Adding Collection Agency (Permission - Customer Set up)

• Statement Reports Available - Patient Statement Comments, Patient Statement Turned Off, Patient w/Statements Printed X Times, Statements Printed In Date Range, Audit Report (Audit Type - Statement Automation to track changes)