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When Posting an EOB, the Date of Service is Not Generating to Post Payment

When posting an EOB, the Date of Service needed is not generating to post the payment. Why is this? 

There are two reasons this could be:

- Either your Insurance Snapshot does not start BEFORE the Date of Service

or

- Insurance was set up AFTER the charges were saved and the system did not attach to the Date of Service. 

To correct:

1) Save EOB you are working on

*This will place the EOB in the "In Process" area of the Billing area of VitaLogics to work on when issue is corrected.

2) Confirm that the insurance is attached to the patients Date of Service

  • Go to the patients file
  • Go to ledger Tab
  • Go to Charges Tab
  • Locate the Date of Service in the list of Charges
  • Double click the charge that you are wanting to post the EOB to and confirm insurance is attached.

* You will know insurance is attached because there will be a Payers Responsibilty box to the right of the patients responsibility box when the Charge window is open on screen.

 

3) Check if the date of service is within the insurance snapshot time frame:

  • Go to the patients insurance tab, in the patients file
  • Make sure the insurance snapshot created, covers the date of service you are posting the payment for.

 

 Solution A

3A) If the insurance snapshot does not cover the date of service:

  • You will need to correct the insurance snapshot to cover the date of service.

- Once the insurance snapshot is corrected:

  • Go to Billing area of the VL toolbar
  • Select "In Process EOB" Button
  • Select EOB you were working on
  • Select "Edit EOB" Button
  • Select Patient you are working on
  • Select Date of Service you are needing to apply payment to
  • Apply Date Filters button
  • Post payment

* If you are finished with EOB, Select Next and Complete 

OR Solution B

3B) If the insurance snapshot does cover the date of service:

  • Go to the appointments tab of the patients file
  • Find the patients appointment, in the appointment history list
  • Select the appointment
  • Select Review button
  • Delete the CPT code(s) saved
  • Add the CPT codes back into the appointment
  • Select Check Out Button

 

- Once the CPT code(s) have been redone:

  • Go to Billing area of the VitaLogics toolbar
  • Select "In Process EOB" Button
  • Select EOB you were working on
  • Select "Edit EOB" Button
  • Select Patient you are working on
  • Select Date of Service you are needing to apply payment to
  • Apply Date Filters button
  • Post payment

* If you are finished with EOB, Select Next and Complete

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