Resolving Undistributed Payments Ch.14

Question 1

Credit WQ contain: Overposted payments

Answer 1

Payments, causing a credit balance on a charge. example: payer pays more than what was due.

Question 2

Credit WQ contain: undistributed of payments

Answer 2

Payment that is posted to an account but not fully matched to charges. Example pre-payment.

Credits are considered completed when the balance reaches zero

Question 3

Steps to resolve undistributed credit

Answer 3

Distribute to the current self-pay Balance.
Check for future balance from: future appointments, charge in charge review, and charged with an insurance balance.

Question 4

True or false: an undistributed payment is one that has not yet been posted to a guarantor account.

Answer 4

False; An undistributed payment is posted to a guarantor’s account. It just has not been matched to charge on that account.

Question 5

What could indicate that the guarantor may have a potential future balance?

Answer 5

All that apply a, B, C.
The story board shows an upcoming appointment.
There is a link to pending charges at the top of the professional transaction inquiry.
The word Q icon shows a link to a charge review work queue.