Line Item Accounting. Eaglesoft 16. Line Item Accounting.
Line Item Accounting
: enables the user to apply a payment directly to a specific line item. This method is an excellent way to group services and payments that are related together, thus making the user’s Account Ledger easier to manage! As a result, the user can see, at a glance, where the account and patient balance is coming from, line by line, and also to see which services have been paid in full.
Note: Security Zone option “Edit Credit Distribution” has to be marked !
Security Zone Additions
With checkbox marked, a payment or a credit adjustment during a walkout will be automatically distributed to items on the walkout first before being applied to additional unpaid debits in the account. Uncheck this box to have these payments or credits applied to the oldest balance.
Applying unassigned credits to unpaid debits will change Provider A/R!
The checkbox found on the credit distribution window during a walkout will affect the unassigned credits. If the checkbox is unmarked, the unassigned credits will not be applied to the walkout as a default and the user can single-click on the icon to choose which payments to apply to this walkout.
Filter for Unpaid Transactions
OR Choose “Filter Ledger” (right click or Filter Ledger button) and mark “Show Unpaid Transactions Only” checkbox, apply filter
Insurance Payment: Before
In prior versions, multiple “clicks” were needed to finalize an insurance payment…
In version 16.0, the user has fewer “clicks” to perform the same Insurance payment.
Oldest claim is listed 1st, grouped by Primary and secondary and highlighted as a default.
Security item – ‘Edit Credit Distribution’ will impact Debit Adjustments.
Message Icon will indicate it will apply debit adjustment to unassigned credits on account.
Double click the Message Icon to specify otherwise.
Credit Distribution Audit Trail Report
Unassigned Credits Report
Unpaid Debits Report
The grayed out data represents an inactive status on that particular distribution
Unassigned Credits: Use this report to generate a list of credits that have not been assigned to a service (debit).
This report has filters for Site (when applicable) and Provider.
Unpaid Debits: Use this report to generate a list of unpaid services.
This report has filters for Site (when applicable) and Date Range and is for Unpaid Debits – not just Services.
Inactivate Provider Wizard