Remittance Batches were introduced in version 3.28. The original Remittance Entry screen is still accessible by selecting Remittances at the top of the screen; the orange horizontal bar indicates the current selection. The Remittances screen contains multiple functions that the organization can use to define the processing workflow and staff entry responsibilities as processing payer payments, credits, contractual adjustments and credit and loss transaction, marking payments as Ready and processing Ready batches often occur at different times and with multiple staff. A system of checks and validations is in place that allows identifying and fixing many processing issues as they occur. All entered Remittances populate the Remittance table regardless of Status. Note that Remittances imported or entered via the Batches screen do not have a checkbox with the exception of a PLB segment amount.

1. Remittance search filtering criteria is entered in the upper section of the screen (grey background). There are several filter options, once the necessary criteria is selected, click the Search Remittance button. 

2. Select SEARCH REMITTANCES to display results showing available data related to the remittances. 

3. Status - The Status indicates where in the process the remittance entry is.

• Ready Status rows processed successfully. Although these move to the next billing step, Vantage Point>Fiscal Overview>Unprocessed Remittances, Ready remittances remain on-screen. Click HERE for instructions on working with Unprocessed Remittances.
• Not Ready Status rows that do not have a check box have some issue that prevented the remittance from moving forward and require correction to keep them moving through the billing cycle. 
• Done Status rows have been batched (CREATE tab) and finalized (HISTORY tab) in the Unprocessed Remittances function of Vantage Point>Fiscal Overview.
• Preview Status rows have been batched (CREATE tab) but have not yet been finalized  (HISTORY tab)

4. Remittances may be Marked Ready by selecting the check box next to the Not Ready status, or by selecting all using the check box to the left of and clicking the blue Mark (x) Ready. 

5. Remittance Information - Each row contains information on each entered remittance. The icons just before service date indicate what type of remittance it is. The grey circle with a white P is a Payer Payment. Other types include but are not limited to Credits, Adjustments, Denials, and Losses.

• The dbo.TransactionDefinitions table stores both the system and any agency-specific Transaction Types.
• The UserTransactionDefinition column is used to define the type for agency-specific options. For example, an agency-created denial transaction type must have DNL in the UserTransactionDefintion column for the system to treat the agency-created type as a Denial.
• A script is available to set the TransactionDefinition to DNL for agency-specific denial types. Please contact Support or your Account Representative for more information.

6.  ADD +

• To add a new remittance click the plus-sign at the bottom right side of the screen. Click here for instructions on Payer Payment Remittance Entry.
• To import an 835, hover the pointer over the blue plus until the orange cloud icon appears. Click on the orange cloud and a pop-up box will display to select the 835 file to be imported. Click here for instructions on Importing an 835 for Remittance Entry.