Add Distribution Window

Overview

The Add Distribution window is accessible from the Case, allowing you to apply a payment to a procedure.

How to Get Here?

From the Home Page:	From the Menus:	*Via Shortcut Keys:*
Click Charge Batches from the Manage list. Double-click the charge batch to review. Double-click the case to review. Click the Procedure & Provider Time tab. Select the procedure to log the payment against. Click Payment.	Open the Manage menu and select Charge Batches. Double-click the charge batch to review. Double-click the case to review. Click the Procedure & Provider Time tab. Select the procedure to log the payment against. Click Payment.	Press [Alt] + [M] + [C]. Double-click the charge batch to review. Double-click the case to review. Press [Alt] + 3 to navigate to the Procedure & Provider Time tab. Select the procedure to log the payment against Press [Alt] + [Y].

Field Definitions

Field	Type	Required	Description

Field	Type	Required	Description
Check Information Section
Transaction Type	Drop Down	No	The type of transaction used for the payment, e.g., credit card, check.
Number	Free Text (numeric)	Yes	The check number issued by the payer.
Amount	Free Text (numeric)	Yes	The amount of the check remitted for the claim.
Date	Calendar Date (mm/dd/yyyy)	Yes	The date of the check issued by the payer.
Remitter	Free Text	Yes	The individual who submits or makes the payment.
Accounting Date	Calendar Date (mm/dd/yyyy)	Yes	The accounting date for this payment.
On Account	Free Text	No	Designates the On Account to which the payment is applied (if not to a service line). On Account distributions are processed as credit line items and remain as a credit balance on the account until a line item is distributed to a service line.
Balance Information Section			Information about the currently applied distribution. These amounts are dynamically updated as distributions are applied.
Total Check Amount	Read-only (system-calculated)	Yes	The value entered in the check Amount field. This value updates if the value in the Amount field changes.
Remaining for Distribution	Read-only (system-calculated)	Yes	The difference between the total amount of the payment and the amount of funds currently distributed from the payment. If all funds have been distributed, this value is zero (0), meaning the payment is in balance and can be posted. In some cases, Remaining for Distribution could actually be a negative value for a period of time. If a value has not been specified in the Number field, this value will be pending.
Check Balanced	Read-only (system-calculated)	Yes	Indicates whether the Remaining for Distribution equals the total check amount values. Yes indicates all funds have been distributed and Remaining for Distribution has a zero (0) value. No indicates that not all funds have been distributed and Remaining for Distribution contains a value other than zero (0). This value updates when the value of Remaining for Distribution changes.
Service Line Section			The listing of distributions applied to service lines on a guarantor payment.
Procedure	Display Only (pulled from Account)	Yes	The procedure to which the service line distribution was applied. The column will contain either ASA or CPT codes, dependent on the procedure.
Mod	Display Only (pulled from Account)	No	The modifier associated with the procedure, if applicable.
DOS	Display Only (pulled from Account)	Yes	The date the service was rendered on the case.
Patient	Display Only (pulled from Account)	Yes	The name of the patient who received treatment on the case.
Billed	Display Only (pulled from Account)	Yes	The amount billed for the procedure.
Payment	Free Text (numeric)	Yes	The portion of the payment applied to the service line.
Adjustment	Drop Down (Purpose) & Free Text (Amount)	No	The details for the miscellaneous adjustment on the service line. The Purpose determines the effect (positive or negative) on the service line balance.
New Bal	Read-only (system-calculated)	Yes	The balance adjusted for the distribution.