An analyst may perform a number of tasks within Epic, including using a credit workqueue, investigating credits, and resolving undistributed/over-posted payments.

Resources

The following resources provide information on Credits functionality.

• Distribute a PB Credit - (Handout) Pre-Payments and undistributed payments are posted, by default, to Professional Billing (PB). Steps on how to distribute (match) payments to a PB balance are provided.

• Post an HB Adjustment - (Handout) Difference between posted Hospital Billing (HB) charges and negotiated rate on pre-payment procedures can be adjusted through the Liability Bucket Info activity tab.

• Post a PB Adjustment - (Handout) Difference between posted Professional Billing (PB) charges and negotiated rate on pre-payment procedures can be adjusted through the Prof Tx Inquiry activity tab.

• Transfer a Credit to Hospital Billing - (Handout) Credits that need to be applied to hospital charges should be transferred to Hospital Billing (HB).

• Transfer a Credit to Professional Billing - (Handout) Credits posted to Hospital Billing that need to be applied to professional charges should be transferred to Professional Billing (PB).

• Use a Credit Workqueue - (Handout) Credits such as pre-payments and undistributed payments are stored in a Default HAR and routed to a Credit workqueue.

Return to Resolute (Billing)

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