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Payment Reconciliation

This screen is used to process and reconcile prescriptions manually. By doing so, prescriptions that have been reconciled will change status from "Transmitted" to "Paid by Insurance"; this status change is mostly symbolic and it's meant to show which prescriptions were actually paid and the pharmacy received money from the insurance company for them.

To reconcile payments choose the appropriate start and end dates in the From Date and To Date fields, respectively. Pressing the "Enter" key will take the user to the next field automatically. You can type and search for a specific insurance plan to narrow down the log to only prescriptions pertaining to that plan / insurance plan group (to view all payment reconciliations, leave the Insurance Plan field blank). Choose if you'd like to display acquisition cost in the appropriate drop-down box. Click the "Generate Report" button to generate a list of the payments to reconcile. To reconcile individual prescriptions, use the mouse to click anywhere in the prescription’s row; alternatively you can check the "Click here to Reconcile All" checkbox. Notice the Reconciling Totals changing as each box gets checked.

To reconcile the payments, click the "Reconcile" button or press the "Enter" key when the "Reconcile" button is highlighted.

To print the report, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.

If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted. NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.

The user may also clear all the data displayed on the screen by clicking the "Cancel" button or by pressing the "Enter" key when the "Cancel" button is highlighted.