Payment of Invoice (Combined) From Guarantor

Payment From Guarantor

1. Search for a patient.
2. Click Show.
3. In the Main Menu, click Invoices & Credits.
   1. The Invoices and Credits screen will display.
4. Click Payment from Guarantor and the payment screen will open.
5. Enter the Receipt & Transaction details  - this will come from the Guarantor remittance.
6. Click Next.
   1. The Allocation screen will display.
7. Enter the Invoice / Claims number and click Add Invoice (or hit <ENTER>).
   1. The amount for allocation will auto-populate based on the due amount.
8. Continue adding Invoices to the list. Note: The most recent added invoice will display at the top.
   1. At the point an invoice is added to the receipt of the date of the invoice is more than 60 days old then a warning message will be displayed. (CareRight 6.72 Feature)
   2. At the point the user assigns an allocation amount then the system will display a warning if the allocation results in the line item being overpaid. (Including if the line item is already overpaid - CareRight 6.72 Feature)
9. Select either:
   1. Create Receipt button (these buttons appear at the top and bottom of the screen); or,
   2. Create Receipt & Print button (these buttons appear at the top and bottom of the screen).