Find One or More Recorded EOPs

All EOPs are accessed through the main toolbar. (seen in image at the right) Near the end of the toolbar you will see a label EOP. Under the EOP label are two buttons, New and Find. Selecting the Find button will open the following dialog that will help you locate one or more EOPs already recorded in TFM.

EOP Find Dialog

The dialog displayed in the following image is a sample of the dialog that will help you locate existing Explanations of Payments or EOPs recorded in TFM. There is a lot of information in this dialog. We will examine each of the four different sections below.

Found List Table

In the upper left corner of the EOP Find dialog you will see a table of data that lists the currently located EOPs. The first thing you will notice is a simple statement above the table that gives you a quick summary of the information found in the table. At the top of this image you will see the following line: 7 - Listed EOPs for a TOTAL Amount of $772.34. As you can see the table has 7 alphabetically displayed EOPs. When listed EOPs are added together they total $772.34. This is useful for a few reasons. You can get a total amount paid:

• by a Payer
• by a Payer over a period of time
• for a period of time
• and many other choices (see filters - next section)

The table displays all of the EOPs recorded in TFM that match the currently selected filters. (see next section) When you double-click with your mouse on an EOP in the table an EOP Summary dialog will appear allowing you to edit the EOP. This is discussed in a following chapter.

The table contains several pieces of information that will help you locate the exact EOP you are looking for. The table has the following fields:

• Payer - alphabetically listed names of payers
• Type - is either Fee for Service or Capitation
• Date - the date the EOP was entered into the system
• Amount - total amount paid with the EOP

List Filters

Attempting to find an EOP can be a challenge. TFM provides a rich set of filters to help find EOPs. The filters are use to search for matches in the TFM database. Each of the filters can be used individually, any group or all of them. So, the idea is to select the filters of choice, when that is complete, you select the "Create Filtered List" button to cause a search of the database for all EOPs that have the same characteristics as those you selected in the filters. When the search is complete the Found List Table will be filed with the current matches.

There is a second button just below the filter list called "Find All EOPs" button. Selecting this button will get all EOPs currently in the TFM database and list them in the table. If many EOPs have been entered then this could take some time.

There are four popup filters and three text fields. All of the popup fields have a special selection called Don't Use. This is the default selection and is selected when you don't want to use a feature during the search. If the three text fields are blank then they will not be used during the search. Note: the Start Date is defaulted to the current date. Each of the filter options are discussed below:

• Payer - a list of Payers you configured for your practice.
• Method - used to identify the method of payment and is either Check or Direct Deposit
• Type - used to identify the type of coverage a payer is providing, it's either Fee for Service or Capitation
• Check or Deposit Number - the identifying number of the financial transaction.
• Start Date - the date used to match the EOP date unless there is also an End Date which then TFM would match a range of EOP dates.
• End Date (req. for a range) - required field if you would like to search a range of dates. If End Date has a date it must come after the Start Date and there must be a Start Date.
• Status - there are two conditions of an EOP, it is either Balanced or NOT Balanced. An EOP will not balance if the total of all payments doesn't equal the EOP Amount

List Report

This section of the dialog is used generate a PDF document of the currently selected list of EOPs. There is one text field in this section. It is used to create the name of the file that will contain the report of EOPs. The file will be written in the Reports directory specified in preferences. Once the filename has been created then selecting the Create PDF file button will cause the creation of the report file.

Dialog Buttons

There are several dialog buttons used to direct the interactions with EOPs. These buttons are:

• New - will open a new EOP Summary dialog with all empty fields.
• Delete - delete any selected EOP in the table. This action isn't allowed if there are any payments entered in the EOP.
• Close - close the dialog
• Select - open the selected EOP for editing.