Intellect™
PAYMENT MENU OPTIONS
Auto Payment
Write-Off Balance
Effective version 16.02.22, this menu option is used to select the responsible payer for whom the total balance should be written-off.
Note1: Users with a balance forward should NOT use this feature.
Note2: If your office is sending Worker Compensation claims electronically, please let PCS Support know before using this feature.
Video Available: Click Payment Auto Payment Write Off Balance to access the link. Depending on the system set up, the media player may need to be activated. Speakers need to be attached to the workstation to hear the instructions.
Note: To view the videos, log-in through the www.primeclinical.com website. Current support is required.
1. To use write-off balances from prior years, go to Payment --► Auto Payment
The Auto Payment screen displays:
2.1 Use the drop-down list to select 'Write off charges' (in versions prior to 16.10.11, this was 'W').
2.1.1 In software prior to version 16.02.22, when 'W' was selected, all outstanding balances in the date range for the specified insurance were written off, regardless of the responsible payer.
3. From 
3.1 Enter a beginning date of a date range, such as 01/01/2017.
4. To 
4.1 Enter an ending date of a date range, such as 12/31/2017.
5. Payment 
5.1 Leave blank for this option.
6. File Name 
6.1 Leave blank for this option.
7. Insurance Code 
7.1 To limit writing-off balances to a specific insurance type, enter the Utility --►Insurance --►Insurance <Insurance Co. Code> of the applicable insurance. To write-off balances for all insurances, this field should be left blank.
8. src pay 
8.1 Leave blank for this option.
9. src adjustment 
9.1 Leave blank for this option.
10. Post Payment/Report 
10.1 Leave blank for this option.
11. Check 
11.1 Leave blank for this option.
12. Print Bill 
12.1 Leave blank for this option.
13. Provider Code 
13.1 Leave blank for this option.
14. Category Code 
14.1 Leave blank for this option.
15. Batch No 
15.1 Leave blank for this option.
16. Adjust Cross Over 
16.1 Leave blank for this option.
17. Credit Card Payment 
17.1 Leave blank for this option.
18. Primary/Sec/All 
18.1 Effective version 16.02.22.
18.2 Use the drop-down list to select the responsible payer for whom the total balance should be written-off. For example:
18.2.1 Select P1 to only write off the total balance in the date range for the specified insurance for accounts with P1 as the responsible payer.
18.2.2 Select 'A' (All) to give the same result as prior software versions without the new <Primary/Sec/All> field; i.e., the total balance in the date range for the specified insurance is written-off, regardless of the responsible payer.
19. When the information is completely entered, select one of these options:
19.1 Click [Cancel/Exit] to display this prompt:
19.1.1 Click [No] to commit and exit.
19.1.2 Click [Yes] to exit without committing.
19.2 Click [Commit/Exit] to display the Print Automatic Payment dialog box:
19.2.1 Printer Properties:
19.2.1.1 Printer: The default printer for the logged-in clinic and password is selected. To select a different printer, either click on the arrow, OR press the → (right arrow) on the keyboard to view the list of printer codes. In our example, the defaulted Printer is HP. This is just an example of a printer name and may or may not be set up on the system.
To select the printer type, click on the code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code, and then press the [Enter] key to select.
An Intellect Noridian Set Up video tutorial is available on our website at www.primeclinical.com. Select [Onstaff/Intellect Info], and then [Intellect Noridian Set Up]. Note: Log-in to see the video. Current support is required.
19.2.1.2 Number of Copies: This field defaults to either 0 (zero) or 1. Both print 1 copy. To print more than one copy, enter the number of copies.
19.2.2 Fax/Email:
In addition to printing reports, Intellect provides the capability to export reports to an Excel spreadsheet, Email, Fax, Disk, or Archive. A secondary printer may also be selected, if one is set up, by clicking on the arrow to display the drop-down list.
19.2.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
19.2.4 Select the [Cancel] button to clear the screen and return to the Payment --►Auto Payment screen without saving or printing.
