Blueprint OMS can track third party payments and write-offs against multiple insurer claims. Third party payment and write-off (credit) amounts are applied against the corresponding invoices on the insurer's account in the QuickBooks customer center. |
A sale amount must first be allocated to an insurer in order to receive a third party payment against it. See: Allocating costs between the patient and insurers for more information. |
Click in the Payment date field to select the desired date from the calendar, click in the Payment amount field to enter the payment total, and select a Payment method from the drop-down menu. Optionally, add a note in the Memo field.
Check the box beside the desired invoice(s) to be paid.
If the payment amount is less than the invoice amount, double-click in the Amount applied field to enter the correct amount. Click out of the cell, or click Enter on the keyboard, to save the change. |
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The Unapplied balance tag in the lower, right-hand corner of the screen displays any unapplied amounts, based on the Payment amount entered in comparison to the amount(s) applied. The Payment amount needs to equal the applied amount. |
In the Create credit screen, click in the Credit amount field, beside the desired item on the invoice, and enter the write off (credit) amount. To save the change, click out of the cell, or click Enter on the keyboard.
If entering an amount less than one dollar, enter it with a preceding zero, e.g. 0.80. |
Entering a total in the Amount paid field will automatically calculate a credit for the remaining invoiced amount. Uncheck the box beside the Credit amount to remove it. |
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See: Billing WSIB electronically for more information. |
Any partial payments issued by WSIB will be applied accurately against the appropriate invoices. |
Should WSIB take back a payment for a returned item, process a return on the invoice for that item. This will result in a return credit for WSIB that can be used together with future WSIB payments. To use one of these return credits, use the Use credits button at the bottom of the Accounting > Enter 3rd party payment screen when entering that new WSIB payment. |