Copyright 2012 Pulse Systems, Inc. Page 1 of 33

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Logan Martin
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1 The Payment Review module is used to reconcile payments, prepare deposits, and verify finished payments. After a batch of payments has been reconciled, the payments must be moved to the Deposited state to prevent editing or deleting. This creates a permanent record in the system as part of the audit trail. Typically this is performed once a day but can be performed as often as required. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 33

2 To begin, it is assumed that you have opened the PulsePro application and are logged in with the appropriate security and privileges to complete this task. Click the AR Entry group button in the Navigation Pane. Copyright 2012 Pulse Systems, Inc. Page 2 of 33

In the A/R Entry group, click the Payment Review

4 The Payment Review Selection Criteria dialog is displayed. Included are several fields which can be used to specify the payments which require review. The results may be filtered by Patient, Payer, Posted Date Range, or User. Typically, deposits are made for the entire practice. To view all payments, click the down arrow on the Entered by field and select the ALL USERS option from the drop down list. Copyright 2012 Pulse Systems, Inc. Page 4 of 33

6 Click to select one of the available radio buttons to display Finished payments, Unfinished payments, or a combination of both. When all criteria have been entered, click the Update list and hide criteria button. Copyright 2012 Pulse Systems, Inc. Page 6 of 33

8 The Payment Review window is displayed, consisting of a toolbar, a series of filter buttons and a list pane. Payments meeting the criteria which are currently in the Received state are displayed. To view payments in a different state, click the respective State button above the payment list. Copyright 2012 Pulse Systems, Inc. Page 8 of 33

9 The Payment Review window is refreshed to display all payments for the selected state. Verify that the total in the Payment Amount column equals the total amount of payments received. Copyright 2012 Pulse Systems, Inc. Page 9 of 33

10 If a discrepancy is found, make corrections as discussed in the Reconciling Payments lesson in this module. After correcting the discrepancies, click the Modify State button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 10 of 33

Scenario Text (Provided by Pulse in the Modules in

In larger practices, payments may need to be transferred to an accounting department for processing and deposit to the bank. In this case, the administrator would modify the state to Transferred.

16 In larger practices, payments may need to be transferred to an accounting department for processing and deposit to the bank. In this case, the administrator would modify the state to Transferred. In smaller practices where the administrator would be responsible for bank deposits, the transfer state is unnecessary and therefore, the state of the payments can be modified to the deposited state. Click anywhere to continue... Copyright 2012 Pulse Systems, Inc. Page 16 of 33

21 The Payment Review window is refreshed with all payments in the previous state removed. Confirm that the action was successful by clicking the respective state button. Copyright 2012 Pulse Systems, Inc. Page 21 of 33

24 Let s assume a mistake is discovered while processing the deposit. To edit or delete a payment, it must be reverted back to the Reconciled state. First click to select the Show Unverified Deposits Only checkbox, then click the Modify State button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 24 of 33

Click the Do not print any report button.

For this example, we will select the option 1.

31 The Unverified deposited payments revert back to the reconciled state enabling any changes or deletions which may be necessary. Click the Reconciled state button to confirm the update. Copyright 2012 Pulse Systems, Inc. Page 31 of 33

The Collections Workbench can be used to view and manage accounts. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc.

The Collections Workbench can be used to view and manage accounts. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 28 To begin, it is assumed that you are logged in the PulsePro