Version 21.2
Path: Billing tab > More button (Customize group) > Payment Processing Rules
<< Return to the Payment Processing Triggers
Disclaimer:
To create a new rule, you must complete the steps in the Triggers article BEFORE completing the steps in this article. |
About
After completing all of the applicable triggers for the Payment Processing rule, the Actions section located on the right-side of the window must be completed in order to tell OP what to do when processing ERA files that fit the criteria outlined for the rule. If you have not yet entered the rule Triggers, click here to return to the Triggers section of the workflow.
User Permission: To access the module, users must have the Billing_Payment_Processing_Rules security permission. |
Perform the following action when Processing ERA Files
Select one or more of the following fields in the Perform the following action when Processing ERA Files. This is required when creating a rule. Based on the Payment Transaction Contains setting defined in your rule, you can set one or more of the following actions: Mark Transaction status, Set the patient action to Create Statement, or Create a Follow-up Task.
Use the table below to complete the Actions for the rule.
| a | Mark Transactions: The match status selected here will be applied to the line items that meet the selected rule criteria when processing the ERA.
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| b | Set the patient action to Create statement: Select the checkbox to automatically set the Patient Action field to Create statement when you processes the ERA files that match the selected rule criteria.
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| c | Create a Follow-up Task: Select the checkbox to automatically create a follow-up task when the Payment Transaction criteria is met.
The task will have the following information defaulted in:
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After you have completed the Actions section of the rule building, click the Save button at the top of the Payment Processing Rules window to save your rule.
