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Payments

Click "Payments" on the sitemap of the RCM app to view all payments that have come in from payers to your clearinghouse.

A payment can also include a Payment Adjustment (can be positive or negative amount) - when the payer wants to make an adjustment that is not related to a specific remit, or when it is for a remit not included in this payment (a past remit for example).

Transaction Information

  • X12 Data
  • Transaction Number
  • Check Issue or Eft Effective Date
  • Credit Or Debit Flag
  • Payment Format
  • Payment Method
  • Transaction Handling Code

Payer Information

  • Payer
  • Billing Office
  • Sender Account Number
  • Sender Dfi Id Number
  • Sender Dfi Id Number Type

Payee Information

  • Payee
  • Financial Dimension
  • Delivered To

Payment Information

  • Payment Amount - the total amount paid.
  • Total Payment Adjustments

Create a Manual Payment

To create a new Payment record, click 'Add New Payment'. Payment type will default to Manual, and allow you to enter the following fields: payment reference number, payment date, payer, paid amount.

The following fields will be recalculated on payments as you post remits to claims:

  • Total Amount Posted: amount of the payment applied towards claims.
  • Total Amount Not Posted: amount of the payment not applied towards any claims.

Search Payments​

Select 'Payments' on the left navigation bar in the RCM app to open the Payments Main Grid. The Payments Main Grid has 5 different views.

  • The All Payments view displays all Payment records in the system.
  • The Recent Payments view displays all Payment records created in the last 30 days.
  • The Manual Payments view displays all Manual Payment records.
  • The All Automatic Payments view displays all Payment records that came from an X12 Transaction.
  • The Recent Automatic Payments view displays all Payment records that came from an X12 Transaction and were created in the last 30 days.