The final step of the Payment Lifecycle involves aggregating the total payment amounts for all approved payments from providers. To process these payments, the user can navigate to Payment Module > Payment Export.
On the left-hand side, there is a Filter option. You can specify the payment criteria for the payments you'd like to process.
Once the filter has been specified the search has been run, all authorized payments that meet the conditions will be listed on the right-hand side. When you're ready to export, select the export button at the top:
You will then see your export options, most users will only see the top two.
a. Export All Payments: Export all payments in the list.
b. Export Selected Payments: Only export payments that you have selected.
For agencies that utilize CareConnect as well, they may also see the third Merge CCN Only option.
Regardless of which option you choose, a pop-up window will show up for you to specify when the payment will be made to providers, and whether you would like to calculate the garnishment amount within this export.
Pay Date: When the payments will be actually made to providers.
Calculate with CCN Payment: Only agencies who use CareConnect will see this option.
Calculate Garnishment: Whether to calculate the garnishment within this export, if yes, specify the order of the deduction? The garnishment will be calculated based on the specified order until it reaches the upper limit.
Care Control 4 will then process the export in the back end. You can come back to view the outcome under Payment History in a few minutes.
Click on the Export ID to view the export history. In the Export History, you will see three tabs.
Detail: List the summary of this export record. Such as total amount to pay, pay date and count of providers within this export.
Items: The details of the items counted within this export. Such as payment amount, family fee amount, garnishment and etc.
Files: Where to build and download the export file. Select Build Files to select which export files you'd like to create. You can download individual files by selecting the download icon under the action column or you can select multiple files and select download.
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