PMA Checks for Data Entry Errors
In addition to the normal checks when billing data is entered, PMA has several reports that can give you an overview or detailed information about data entry errors. One such report is the Service Payment Error Count which gives an overview of the data entry errors for the selected clients.
02/22/2005 09:57 AM Database: C:\PMA2000\T90
Sample DatabaseService Payment Error Count
Account Selection: All 10 Entries
------- Name ------- Billing Slips Errors Percent
Cloint, Nency (T99-C-0013) 1 1 100%
Lottli, Cerul A (T01-C-261) 18 14 78%
Marrey, Jani (T01-C-257) 8 3 38%
Memmy, Brudiy M (T01-C-245) 23 2 9%
Miduws, Jeni (T01-C-63) 4 4 100%
Smoth, Rubirt (T99-C-10) 12 8 67%
Thirisun, Cunny A (T01-C-248) 8 9 113%
Thumsun, Dunne W (T01-C-265) 22 11 50%
---- ---- ----
96 52 54%Finished report. Processed 8 clients and found 8 with errors.
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Another valuable report for the office manager is the Service Payment Summary Report which gives a summary of the data entry errors for an individual client.
02/22/2005 10:06 AM Database: C:\PMA2000\T90
Sample Database
Service Payment Summary Report
Client Name: Cerul A Lottli
10/20/2000 Credit not applied! 10/20/2000 Credit not applied! 10/20/2000 This payment is more than amount ($120.00) owed by primary insurance! 10/20/2000 $129.32 not applied! 08/02/2002 $50.00 not applied! 01/14/2004 Credit not applied! 08/10/2004 Refunds should be applied to a specific charge! 08/10/2004 Credit not applied! 10/15/2004 $500.00 not applied! 10/15/2004 Credit not applied! Amount paid to provider is less than the total payments received! Insurance paid $437.96 but $258.64 credited to charges! The amount paid by Insurance 1 ($437.96) is more than the amount owed ($360.00). Number of errors noted: 14
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A very important report which details the data entry errors for an individual client is the Service Payment Report.
02/23/2005 09:39 AM Database: C:\PMA2000\T91
Sample DatabaseService Payment Report
Client Name: Arron A Testcase Account Number: T02-1234 Client of: Sigmund Freud
Number: 01, Insured by: Pend Oreille County Juvenile Probation Dept (Account: POCJPD)
Amount Percent Client Insurance Max Max -- Coverage Dates -- Prior # Proc Allowed Paid Co-Pay Pays Deduct Units Dollars Beginning Ending Auth 1 100%
------- Client ------ ------ Insurance -----
Num Date Type Amt Owes Paid Adjust Owes Paid Adjust Balance Prov
1 08/14/04 CH 75.00 0.00 0.00 0.00 75.00 75.00 0.00 0.00 4 <-?0
2 08/14/04 Cr 5.00 Adjustment credited to client
for billing slip number 1
Oops! This adjustment is more than amount ($0.00) owed by client!
Oops! Credit not applied!
3 08/14/04 Cr 70.00 Payment credited to client
for all charges between 09/14/2004 and 10/21/2004
Applied $70.00 to #16!
4 08/14/04 CH 35.00 0.00 0.00 0.00 35.00 35.00 0.00 0.00 OUP2 <-?0
5 09/21/04 CH 35.00 0.00 0.00 0.00 35.00 35.00 0.00 0.00 OUP2 <-?0
7 09/25/04 CH 75.00 0.00 0.00 0.00 75.00 75.00 0.00 0.00 4 <-?0
6 09/26/04 CH 35.00 0.00 0.00 0.00 35.00 30.00 0.00 5.00 OUP2 <-?0
8 10/02/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2
9 10/09/04 CH 75.00 0.00 0.00 0.00 75.00 0.00 0.00 75.00 4
10 10/14/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2
11 10/21/04 Cr 70.00 Payment credited to client
for all charges between 10/21/2004 and 10/21/2004
Applied $5.00 to #16!
Oops! $65.00 not applied!
12 10/21/04 Cr 5.00 Adjustment credited to client
for billing slip number 7
Oops! This adjustment is more than amount ($0.00) owed by client!
Oops! Credit not applied!
16 10/21/04 CH 75.00 75.00 75.00 0.00 0.00 0.00 0.00 0.00 4
13 10/26/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2
14 10/26/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 P2 P
15 11/01/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2
17 11/09/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2
26 11/12/04 CH 75.00 0.00 0.00 0.00 75.00 0.00 0.00 75.00 4 <-?0
19 11/15/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2
25 11/16/04 CH 75.00 0.00 0.00 0.00 75.00 0.00 0.00 75.00 4 <-?0
20 11/23/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2
21 11/28/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2
22 11/29/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 P2 P
23 11/30/04 CH 75.00 0.00 0.00 0.00 75.00 0.00 0.00 75.00 4
24 12/07/04 CH 75.00 0.00 0.00 0.00 75.00 0.00 0.00 75.00 4
27 12/11/04 CH 75.00 75.00 0.00 5.00 0.00 0.00 0.00 70.00 4
28 12/13/04 Cr 70.00 Payment credited to client
for all charges between 12/13/2004 and 12/13/2004
Oops! This payment is more than amount ($0.00) owed by client!
Oops! Credit not applied!
29 12/13/04 Cr 5.00 Adjustment credited to client
for billing slip number 27
30 12/14/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2
31 12/16/04 CH 75.00 0.00 0.00 0.00 75.00 0.00 0.00 75.00 4 <-?0
32 12/20/04 Cr 250.00 Payment credited to insurance EPCJPD
for all charges between 09/14/2004 and 09/30/2004
Applied $75.00 to #1, $35.00 to #4, $35.00 to #5, $75.00 to #7, $30.00 to #6!
33 12/21/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 OUP2 <-?0
34 12/22/04 CH 35.00 0.00 0.00 0.00 35.00 0.00 0.00 35.00 P2 P <-?0
------- ------- ------- ------- ------- ------- -------
1310.00 150.00 75.00 5.00 1160.00 250.00 0.00Total Charges: $1,310.00 Client Balance: $ -75.00 Total Credits: $475.00 Insurance Balance: $910.00 Balance Due: $835.00
Client Charges: $150.00 Client Charges: $150.00
-Client Pmts Applied: $75.00 -Client Pmts Received: $210.00
-Client Adjs Applied: $5.00 -Client Adjs Received: $15.00
+Client Amt Refunded: $0.00
------- --------
$70.00 $ -75.00Insurance Charges: $1,160.00 Insurance Charges: $1,160.00
-Insur. Pmts Applied: $250.00 -Insur. Pmts Received: $250.00
-Insur. Adjs Applied: $0.00 -Insur. Adjs Received: $0.00
+Insur. Amt Refunded: $0.00
------- --------
$910.00 $910.00Date range of billing slips: 08/14/2004 to 12/22/2004
Total Amount Paid: $225.00 for Sigmund Freud
$100.00 for Freud & Associates
---------
$325.00Total Payments Received: $460.00
Oops! Amount paid to providers is less than the total payments received!
26 claims but none were submitted.
Lines marked with '?' may contain insurance errors!
Error codes:
0 - Missing or invalid primary insurance account.
Oops! Client paid $210.00 but $75.00 credited to charges!
Oops! Client adjustment is $15.00 but $5.00 credited to charges!
Number of errors noted: 21- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
This page was last updated on 03/04/2006