Mistakes happen! Great news — Lytec 2019 makes it very easy to fix payment posting errors. The new Move Credit workflow eliminates the manual, time-consuming double entries of the past. With just a few clicks you can choose the patient, choose the billings with the incorrect credit, move it to the billings where you need to apply the credit, and click post. This makes corrections quick, in-balance, audited, and risk free.
There is a new option on the Billing ribbon menu: Move Credit. Click this option to open the Move Credit screen.
There is a new option on the right-click menu in A/R Tracking when you are aging by patient: Move Credit. Click this option to open the Move Credit screen. The Move Credit From section on the Move Credit screen will be populated automatically with the select patient in the A/R Tracking grid.
New Move Credit Screen
Use the Move Credit screen to move patient credits from one billing to another.
Record Locking
If another user has a billing open in Lytec, you will receive a warning that the record is locked if you select the billing on the Move Credits screen. Also, billings that appear in the Move Credits screen will not appear for other users.
Billing Updates
When you post a move credit, the billings in Charges and Payments update as follows:
- On the Move From patient/Billing: A billing item line will be added with the Move from Adjustment code selected in the footer with the Amount equaling the total amount that has been placed on all Move To billings
- On the Move To patient/billing: A billing item line will be added with the Move To Adjustment code selected in the footer for the amount entered in the Move Credits screen for that billing (or for each item line)
Procedure
To move a credit from one billing to another:
- On the Billing menu, select Move Credit. The Move Credit screen appears.
- Select a patient in the Patient Chart field in the Move Credit From section. A list of the billings with a patient portion negative amount appears.
- Select a patient in the Patient Chart field in the Move Credit To section. The patient’s billings that have a positive patient portion appear.
- For the billing that you want to apply to credit to, click the cell in the Apply column for that billing in either the billing or item level.
- Enter the amount you want to apply.
- Optional: Repeat the previous two steps as necessary until the total amount of the credit has been applied.
- In the Transaction Codes section, select an option for Move Credit From.
- Select an option for Move Credit To.
- Click the Post button.
Audit Trail – New option
There is a new option on the Billing section of the Audit Trail Settings screen: Move Credit. Select this option if you want to see the adjustments made using the Move Credit feature.
Adjustments appear on the report like this:
