We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Automated Billing Task for Credit Card Payment Error

Note: The content of this help article applies only to clients who are contracted for Instamed payments. Clients contracted with other clearinghouses or an Instamed instance without the payments module are not effected.

Overview

With the release of OP 19, an automated Billing task is generated for Instamed credit card payments that cannot be posted to a patient's chart due to invalid information. When payment files are processed into OP using the Fetch and Process operation, OP makes an attempt to reconcile Instamed payments. If an invalid patient identification item is detected in a payment, it is not posted to any chart. Rather, a task is created to indicate to the user that research should be done on the Instamed Portal to reconcile the payment.

The task is assigned by default to the Billing department and is displayed in any Task lists where Billing tasks are viewed. 

Reconcile the Payment

  1. Log into your practice's Instamed Portal.
  2. Click the Payment tab.
  3. Click the Payment History tab.

  1. Enter the Transaction Date or a custom date range to locate the payment.
  2. In OP, manually enter the credit into the patient's chart and apply it to the open balance.