Hi Brady and Folks,
Mistakenly i did posted the remaining balance to global account(in batch payment) .I want to redistribute that amount but can't find the option to use the same.Is there any way to reuse it?
Have you set up the global account for unapplied payments?
If that is the case, are you able to adjust out the amount and apply it to the correct patient accounts?
If not, what is the purpose of the global account?
No i didn't set up global account for unapplied payments.Is there a way to do it?
i too not sure the use of global account can any one explain?
If you did not set up the global account (I assumed you did), then we need some clarification about how the posting error occurred and what you meant by posting the payment to the "global account". Provide a screenshot if possible.
There is no easy way to post unapplied payments, but that is a digression.
Attached the screenshot in that $30 payment i paid $10($20 undistributed) and i clicked finish payment then it prompts to apply remaining balance to global account and i mistakenly given yes.
Still didn't find the option to reuse that global account.
Thanks for the help
Thanks for the screenshot. It refreshed my memory. It has been about a year since I had seen that dialog because I have learned to avoid it.
It is best to post batch payments at a quiet time when they can be completed uninterrupted.
The global account is a "holding area" for unapplied payments. The problem is that one cannot gain access to it like a patient account and it is rather nonspecific, which you know already.
Just experimented on the Demo. It is not easy to undo putting the reminder of the payment into the global account. It is inefficient to modify the other postings for this payment, start all over again and pretend that the batch payment never occurred.
An alternative is to use Fees/Billing/EOB and post the remainder there. I don't think that this manuever will mess up the Payment Method report for the day. Go to the individual patient's Past Encounters and Documents, Billing View to be certain that the remainder amount had been posted correctly.
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