Opening and Navigating the Carrier and Patient Checks Windows
All the details of a payment are displayed in the Carrier Checks or Patient Checks window in AcuityLogic Billing.
To open and navigate the Carrier Checks and Patient Checks windows
- Perform one of the following actions:
- Record a new payment. See Posting Payments to Claims.
- To view or edit a payment that you already recorded in AcuityLogic Billing, search for the payment, and click the Check Sections (carrier payments) or Reference Number (patient payments) link. See Searching for Payments.
The Carrier Checks or Patient Checks window opens, and the payment information appears in the top panel. The Outstanding amount is the dollar amount of the payment that has not been applied to a claim.
- If necessary, edit the payment details at the top of the page.
- To collapse or expand the panels in the Carrier Checks window, click the panel arrows.
- To hide or show search options for the Payment Detail or Related Claims panels, click Hide Search or Show Search.
- To create a spreadsheet of the payment details, click Export to Excel.
The spreadsheet opens in Microsoft Excel.