After all charges and payments have been entered each Control needs to be balanced and close so that patient and insurance balances will be updated, and claims process correctly.
Balancing a Control
- Open the Posting Application
- Find and double click on the active control
- This will display all the open transactions in the selected control
- Ensure the control is balanced by using the Debits and Credits section of the control
- After verifying the control is balanced the user can choose to print the Control Totals Report by clicking on the Print Control button
- This will print a list of all the posting in the selected control
- After verification that the control has been balanced, use the Close Control button to close the control
- The system will ask the user to verify once again the totals are correct, if they are correct select the Yes button
- The system will then display the Control Options
- The following options should always be selected
- These are set in View/Preference/Controls
