Manually Finalising a Claim

Brief Overview

Why would you need to manually add a payment and finalise a claim? 

If a claim was rejected by Medicare/ECLIPSE but the money was received by the practice manually due to error/s during transmission or problems during review. 

The Short Version

  • Turn on Allow Manual Payments as an Admin user, Settings > Practice Details 
  • Allow Manual Payment, paid manually? add the manual payment and finalise the invoice

Instructions 

1. As an Admin user, go to Settings > Practice Details > tick  Allow Manual Payments  > Select Save

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2. Go to Claiming, Is this a Medicare, DVA or Health Fund/ECLIPSE claim?

If Medicare or DVA, select to Medicare

If Health Fund/ECLIPSE, select ECLIPSE

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3. Go to the Exceptions tab 

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4. To add an Manual Payment or top up Select the drop down on the invoice and choose manual payment 

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5. Select the Date of payment, the Method of payment and click Apply

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6. The invoice will move to the Finalised tab with a manual payment total on the invoice 
Tip If this invoice was partly paid, there will also be remittance information for the electronic portion paid by Medicaere/ECLIPSE

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7. The Transaction History on the invoice will display the manual payment information as well as any electronic payments from Medicare/Health Funds

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