Posting method

Open Item Posting

If you wish to apply payments and adjustments to specific line items, you will want to post "open item." You set up "open item" posting when you set up the financial class. You can have "open item" posting for one financial class and "balance forward" posting for another.

Balance Forward Posting (non-open item)

"Balance Forward" is the method in which you post your payments and adjustments against the patient's account balance. Using "balance forward", the oldest unpaid charges are paid first, however, you will not know which line items have been paid, you will only know the patient's account balance. When the patient's account balance is zero, you will know that all the line items have been paid.

SSI®Note: We highly recommend you use "Open Item Posting" because of HIPAA compliance. Also it's easier to keep track of which charges are paid.