Incomplete information from the insurance company can create havoc when trying to post cash. Through my travels from one CPR+ customer site to another, I have often found that most customers have not taken advantage of the unapplied cash feature in CPR+ due to a lack of understanding.

Let’s say you are batch posting and you’ve received a certain dollar amount for a patient, but you are having difficulty finding an invoice to match that amount. Instead of spending hours on one payment or holding up the entire batch for several days waiting for clarification from an insurance company, you can post this amount to the patient’s account as Unapplied Cash.  This will allow you to post the batch and move the transactions to the secondary insurance.

From the batch posting screen click the Manage UA Cash (F5) button.

Once the Unapplied Cash screen is displayed select Add New (F10). Select the patient from the drop-down, enter the dollar amount and press Save (F2). Now, you can continue to post the rest of the payments as usual. To confirm the Unapplied Cash was assigned to that patient, from the Main Menu, go to Billing / Financial (5) > Create Invoices / Post Payments (1). Search for your patient and when you open the Patient’s Account Status screen, click on the Dollar Sign icon to Add/View Unapplied Cash. After you have saved the entry, note that the dollar sign icon changes from green to red. This is just a visual signal to anyone looking at this patient’s account to know that there is some amount of unapplied cash.

Once you have Unapplied Cash, you want to make sure that someone works the Unapplied Cash Report on a regular basis.

Go to the Cash Reports menu and select Unapplied Cash (4). When reviewing all cash reports it is important to keep the following three items in mind:

• Unapplied cash does not reduce A/R. This is because it has not been assigned to an invoice.
• Unapplied cash will display on the Cash Deposited Report based on the deposit date.
• Once the entry is applied to an invoice it will display on the Cash Posted Report based on the date it is applied to the invoice. This will reduce the A/R.

When posting Unapplied Cash, you will need to go to the patient’s Account Status Screen. Once the invoice has been located select Post Payment (F8). You will receive the following prompt:

After answering Yes to this prompt, CPR+ will display all Unapplied Cash for the insurance assigned to the invoice on the patient’s account. Enter the amount of the unapplied cash that you would like to use on the selected invoice. CPR+ will default the invoice balance or the amount of the remaining unapplied cash, whichever is greater.

Things to remember:

• In CPR+, you cannot enter negative values, so you cannot post a negative cash value into Unapplied Cash.
• The amount you post does go on a specific patient’s account, but it does not relieve your A/R.
• You can perform a financial closing and still have outstanding Unapplied Cash.

For more information on Unapplied Cash, take the On Demand Training Course RFM130 - Unapplied Cash or call us and ask to schedule VOS time with one of our trainers.

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If you ever had an e-Billing question for Customer Support, you may have had the good fortune to be assisted by Joel Bender. Joel began his career with us in 2006 as the e-Billing Implementation Specialist. In this position, he worked closely with both new and existing customers to ensure the electronic enrollment process went smoothly. With Joel’s help, customers were able get claims out the door by their prospective go-live date.

Because of Joel’s success in this role and his desire to move into the more technical aspects of the program, we offered him the opportunity to move to a Level 1 Technical Support position on the National Accounts Team. There he quickly learned the framework about the application and of equal importance, Joel quickly climbed the learning curve on the many different operating environments of our customers. He has gained an extensive knowledge of MS SQL Server and the T-SQL language, and continues to display a willing attitude to learn whatever else is necessary to benefit the company and the customers. Because of this, Joel was recently promoted to a Level II position on the National Accounts Team.

Before coming to work at D.H.S., Joel worked for a large third party administrator dealing primarily with pharmacy claims management. Because of his interest in the IT industry and previous healthcare experience, we figured he would be a great fit at D.H.S.  – and we were right!

Congratulations on your latest promotion Joel, we are confident that you will continue to be a valuable asset to the company.

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