Auto Payment Posting Report like EB Summary Report
When you run an EB summary report you can narrow the report to the "invalid/warning" claims so you can focus on the problems or print a report containing the issues. When you run a auto posting report you have no such feature. There needs to be one. It would make things more efficient for the user. The report could narrow to the "not to be processed / review and process" claims so you could work on them and easily identify them without having to scroll through the entire report. Yes there is an exception report that can be printred later but it only shows the sequence # that wasn't processed. It doesn't show the CPT code, charge amount, and other data that the auto payment posting report shows.
Adam White
shared this idea
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Ginnie Ferrer
commented
Take this a step further to be modern day automated and:
1. Allow user to select multiple checks for processing
2. Allow user to check Automatically post all sequences that balance/are paid or applied to deductible/coinsurance
3. Produce an exception screen with all sequences, by payer, that require biller review and override/post
4. Produce a single, final report with all items not posted.
5. Since all posted sequences will appear on the Daysheet report, DON'T print those or force any other print jobs in the process as the data can be viewed on the Daysheet.
6. Perhaps include a sub-report for the Daysheet to separate out Autoposting itemsStreamlining this time consuming, per check process to batch autopost processing with minimal print requirements and streamlined reporting will significantly enhance the autoposting process and bring it more in line with other modern PM systems.