Medical Aid Remittance

Medical Aid Remittance Page 1 of 10

Contents Medical Aid Remittance... 1 Contents... 2 Introduction... 3 4. Record and allocate payments.... 4 4.2 Medical aid remittance.... 4 4.2.1 Record / Allocate payments.... 4 4.2.2 Record / Allocate payment.... 4 4.2.3 Add payments for account.... 5 4.2.4 Record / Allocate payment.... 6 Index... 7 Page 2 of 10

Introduction The MedEDI Training Manual will provide a comprehensive learning corner stone into the MedEDI software program and an informative reference to be used there forth. 1. Category 1.1 Task 1.1.1 Step The manual has a concreate structure making reference easier. The structure is as follows; The category arranged tasks into groups of what they achieve. The task is an overall function available via MedEDI. A step or numerous steps make up each task and need to be completed to achieve the task. 1.1.1.1 Entity within a step Within steps there are sections which involve the user. These entity s make up each step. This guide describes how to use and understand these entity s to complete each step. Following the structure of the manual will ensure the user is able to complete each task listed in this document and understand the overall process. Page 3 of 10

4. Record and allocate payments. 4.2 Medical aid remittance. To begin click, Record / Allocate Payments from the main menu. 4.2.1 Record / Allocate payments. See Pic4.2.1 for reference information. 4.2.1.1 Remittance record. If the user chooses to save the remittance for a later stage during allocating of payments to a remittance advice, the remittance shall be kept here as a record. To open this remittance the user only needs to click on the required line and the saved remittance will be opened. 4.2.1.2 Remove Record. If the user wants to remove a remittance advice, click on the particular record then click on the minus button, a pop up box will appear confirming whether the advice needs to be removed or not. Click, Record Medical Aid Remittance to continue. 4.2.2 Record / Allocate payment. See Pic4.2.2 for reference information. 4.2.2.1 Description. This is the name of the company from whom the user has received the remittance advice. 4.2.2.2 Ref. No. This number the user will retrieve from the remittance advice or it s a receipt number allocated to the advice by the user. 4.2.2.3 Date. This is the date of the remittance advice. 4.2.2.4 Check Total. This is the amount paid to the doctor by the Medical aid, reflected on the remittance advice. 4.2.2.5 Total. Total will reflect the amount of the remittance that the user has allocated to different accounts. Page 4 of 10

4.2.2.6 Difference. This is the remainder of the remittance amount left over, after the user has allocated amounts. 4.2.2.7 Add Record. This will create a new allocation record and navigate the user to the add payments for account screen to begin bill allocation. Click, Add Payments for Account to continue. 4.2.3 Add payments for account. See Pic4.2.3 for reference information. 4.2.3.1 Account no. Find a patient on the system using their Account no. If the user does not know the Account no, press F3 and search by different methods for an account. 4.2.3.2 Outstanding bill amounts. The expanding box reflects the outstanding amount in more details for a quick reference. It reflects what amount is outstanding at medical aid, what amount is patient liable and how many days these amounts are outstanding for. 4.2.3.3 Amount to allocate. The user can enter the amount received from the Medical Aid into the first block. As the user allocates amounts to outstanding bills on the selected account, the middle block reflects the total amount allocated. The end block reflects the amount still available for allocation from the amount entered in the first block. 4.2.3.4 Bill record. Upon selection of an account, all currently liable billed items are available. These items are visible as a record per item. The user is able to physically click into the allocate section and enter an amount to allocate into this item. The WO column represented amounts for the user to write off for the selected item. detail. 4.2.3.5 Alert button. This icon is a help function that will explain available short cuts on current screen in more 4.2.3.6 Spacebar shortcut. Click or hit key on keyboard to allocate the outstanding medical aid liable amount for the line / billed item selected. Page 5 of 10

4.2.3.7 B key shortcut. Click or hit key on keyboard to allocate the outstanding medical aid liable amount for every line / billed item for the whole bill currently selected. Note: overall bills are distinguished by a different colour. 4.2.3.8 A key shortcut. Click or hit key on keyboard to allocate funds to ALL outstanding Medical aid claims. 4.2.3.9 O key shortcut. Click or hit key on keyboard to allocate funds to Outstanding amounts for Medical aid and Patient due. 4.2.3.10 M key shortcut. Click or hit key on keyboard to move a short payment from patient due column to Medical aid column within the selected line / billed item. 4.2.3.11 P key shortcut. Click or hit key on keyboard to move a short payment from Medical aid column to Patient due column within the selected line / billed item. Click, Accept Changes to continue. 4.2.4 Record / Allocate payment. See Pic4.2.4 for reference information. 4.2.4.1 Allocation record. This is a reflection of all the bills, where the user has allocated funds to. All allocation records will accumulate here until the user is finished and ready to Accept and Close the Remittance. 4.2.4.2 Remove record. Click an allocation record to select it, then click this minus button to remove that allocation. 4.2.4.3 Save remittance for later. The user can save the current remittance allocation. All the information will be saved as a remittance record so the user can return continue with the allocations at a later date. Click, Accept and Close Remittance to continue. Page 6 of 10

Index Pic4.2.1 Click Here to return to training manual for the above image. Page 7 of 10

Pic4.2.2 Click Here to return to training manual for the above image. Page 8 of 10