EOP Summary - Edit Payment

After entering a procedure payment into an EOP, you may notice that some of the payment data, currently shown in the EOP Summary dialog table, has been entered incorrectly. This data can modified by first selecting the payment in the table with a mouse-click and then selecting the Edit Selected Payment button. This causes the following dialog to appear.

This is very similar to the EOP Procedure Payment dialog but the payment details cannot be modified. Only the financial numbers can be corrected.

To change the payment details, first close this dialog then return to the EOP Summary dialog, delete the payment, and then re-enter it. (see instructions in the EOP Summary dialog chapter) TFM requires this because of the strong relationships between encounters, claims and procedures.

Payment Details (NOT Modifiable)

• Patient - the patient associated with this procedure.
• Encounter Date - the date of the encounter
• Insurance - the name of the payer paying the procedure
• Insurance Level - the level of coverage provided by this insurance to the patient.
• Insurance Claim# - when the payer receives a claim from a provider they may assign their own claim number to this transaction. This field is provided to capture this number for future reference.
• Procedure - the procedure that occurred during the specified Encounter.

Payment Values

• Total - Total charge (charge multiplied by quantity).
• Adjustment - payer designated adjustment to the Charge
• Allowed - the payer designated amount allowed to Charge for this procedure.
  (Allowed = Charge - Adjustment)
• Co-Insurance - the amount paid by another payer for this procedure
• Co-Pay - the amount the payer indicates the patient owes to satisfy their contract
• Deductible - the amount the payer indicates the patient owes to satisfy their contract deductible
• Withhold - payer designated withhold
• PAID - the amount paid for this procedure by the payer.
  ( PAID = Allowed - Withhold - Deductible - Co-Insurance - co-pay)

User Interactions

There are buttons along the bottom of the dialog that control the information storage. These buttons do the following:

• Cancel - ignore all entered data and close the dialog
• Finished - take all the data in the payment fields and update the TFM database then close the dialog.