After posting the new adjustments to the system-generated transaction batch, the system checks if any discount needs to be approved.
If no approval is needed, then it posts the system generated transaction batch that contains the discount adjustment. If approval is required and the Transaction Approval Task is set up to carve-out transactions and place them on hold.
- The discount transactions are added to the daily transaction approval hold TRAH batch that is placed on-hold. Process dates are not assigned until transactions are approved or denied.
- When batch is on-hold you can access the Discounts window for the encounter with the following attributes:
- The Pending Approval indicator appears on the Discounts window.
- All values in the Discounts window are read-only and cannot be modified, except Clear and Cancel buttons.
- If you select the Clear button, the discounts are deleted from the hold batch and the task automatically completes.
Note: You cannot delete a discount pending approval from a patient’s chart if it is in a TRAH batch.
- When you complete an approval task by deleting the discount or by getting it approved, the application permits you to clear or to edit the existing discount. If the discount is deleted you can enter a new one, but after the discount has been approved, you can only clear or edit it.
If approval is required and the Transaction Approval Task is set up not to carve-out transactions and not to place transaction batch on hold.
- If the task is not set to hold, the discount posts immediately. You can reverse it from the patient chart or clear it from the Discounts window.
- When the discount is pending for approval, you can access the Patient Discount window for the encounter with the following attributes:
- Pending Approval indicator appears on the Discounts window.
- All values in the Discounts window are read-only and cannot be modified except Clear and Cancel buttons.
- If you select the Clear button, the discounts are reversed, and the task completes.
Note: You can delete the discounts from a patient’s chart.
- When the approval task is completed by reversing or approving the discount, the system permits you to edit or clear the existing discount and enter a new discount if needed.
- After the ADIS batch posts, the Patient Statement displays the itemized discounts. Discount transactions that are pending for approval do not appear in the statement if the option is disabled in the approval task.
Note: Only one system generated transaction batch is created each day for processing system generated transactions that do not require approval. Therefore, if you want to report on discount information and the batch it was applied to the user can run an adjustment report with the transaction date of the discount. All processed discount transactions listed are in the ADIS batch for the corresponding transaction date. Discounts that are pending for approval are carved out to a Pending Approval batch until they are either approved or denied. Reporting of the pending discount amounts can be done by running a daily report filtered on unposted adjustments with a batch ID of TRAH.
