{"id":600,"date":"2019-05-01T18:05:30","date_gmt":"2019-05-01T18:05:30","guid":{"rendered":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/?p=600"},"modified":"2019-06-05T18:13:55","modified_gmt":"2019-06-05T18:13:55","slug":"move-credits-workflow-lytec-2019","status":"publish","type":"post","link":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/move-credits-workflow-lytec-2019\/","title":{"rendered":"Move Credits Workflow"},"content":{"rendered":"\n<p>Mistakes happen!  Great news \u2014 Lytec 2019 makes it very easy to fix payment posting errors. The new Move Credit workflow eliminates the manual, time-consuming double entries of the past. With just a few clicks you can choose the patient, choose the billings with the incorrect credit, move it to the billings where you need to apply the credit, and click post. This makes corrections quick, in-balance, audited, and risk free. <br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img src=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/images\/Move%20Credit.jpg?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>There is a new option on the Billing ribbon menu: Move Credit. Click this option to open the Move Credit screen.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"830\" height=\"157\" src=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-7.png?resize=830%2C157&#038;ssl=1\" alt=\"\" class=\"wp-image-602\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-7.png?w=830&amp;ssl=1 830w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-7.png?resize=300%2C57&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-7.png?resize=768%2C145&amp;ssl=1 768w\" sizes=\"(max-width: 830px) 100vw, 830px\" data-recalc-dims=\"1\" \/><figcaption>When you open the Move Credit screen from this option, it will open with the last patient worked on preselected.<\/figcaption><\/figure>\n\n\n\n<p>There is a new option on the right-click menu in A\/R Tracking when you are aging by patient: Move Credit. Click this option to open the Move Credit screen. The Move Credit From section on the Move Credit screen will be populated automatically with the select patient in the A\/R Tracking grid.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"842\" height=\"585\" src=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-8.png?resize=842%2C585&#038;ssl=1\" alt=\"\" class=\"wp-image-603\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-8.png?w=842&amp;ssl=1 842w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-8.png?resize=300%2C208&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-8.png?resize=768%2C534&amp;ssl=1 768w\" sizes=\"(max-width: 842px) 100vw, 842px\" data-recalc-dims=\"1\" \/><figcaption>Note: if you move a credit with A\/R Tracking open, you must re-run the query to see the changes.<\/figcaption><\/figure>\n\n\n\n<p><strong>New Move Credit Screen<\/strong><br>Use the Move Credit screen to move patient credits from one billing to another.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"837\" height=\"598\" src=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-9.png?resize=837%2C598&#038;ssl=1\" alt=\"\" class=\"wp-image-604\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-9.png?w=837&amp;ssl=1 837w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-9.png?resize=300%2C214&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-9.png?resize=768%2C549&amp;ssl=1 768w\" sizes=\"(max-width: 837px) 100vw, 837px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p><strong>Record Locking<\/strong><br>If another user has a billing open in Lytec, you will receive a warning that the record is locked if you select the billing on the Move Credits screen. Also, billings that appear in the Move Credits screen will not appear for other users.<br> <br><strong>Billing Updates<\/strong><br> When you post a move credit, the billings in Charges and Payments update as follows:<\/p>\n\n\n\n<ul><li>On the Move From patient\/Billing: A billing item line will be added with the Move from Adjustment code selected in the footer with the Amount equaling the total amount that has been placed on all Move To billings<\/li><li> On the Move To patient\/billing: A billing item line will be added with the Move To Adjustment code selected in the footer for the amount entered in the Move Credits screen for that billing (or for each item line)<\/li><\/ul>\n\n\n\n<p><strong>Procedure<\/strong><br> To move a credit from one billing to another:<\/p>\n\n\n\n<ol><li>On the Billing menu, select Move Credit. The Move Credit screen appears.<\/li><li>Select a patient in the Patient Chart field in the Move Credit From section. A list of the billings with a patient portion negative amount appears.<\/li><li>Select a patient in the Patient Chart field in the Move Credit To section. The patient\u2019s billings that have a positive patient portion appear.<\/li><li>For the billing that you want to apply to credit to, click the cell in the Apply column for that billing in either the billing or item level.<\/li><li>Enter the amount you want to apply.<\/li><li>Optional: Repeat the previous two steps as necessary until the total amount of the credit has been applied.<\/li><li>In the Transaction Codes section, select an option for Move Credit From.<\/li><li>Select an option for Move Credit To.<\/li><li>Click the Post button.<\/li><\/ol>\n\n\n\n<p><strong>Audit Trail &#8211;  New option<\/strong><br> There is a new option on the Billing section of the Audit Trail Settings screen: Move Credit. Select this option if you want to see the adjustments made using the Move Credit feature.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"382\" height=\"313\" src=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-10.png?resize=382%2C313&#038;ssl=1\" alt=\"\" class=\"wp-image-605\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-10.png?w=382&amp;ssl=1 382w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-10.png?resize=300%2C246&amp;ssl=1 300w\" sizes=\"(max-width: 382px) 100vw, 382px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>Adjustments appear on the report like this:<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"934\" height=\"244\" src=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-11.png?resize=934%2C244&#038;ssl=1\" alt=\"\" class=\"wp-image-606\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-11.png?w=934&amp;ssl=1 934w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-11.png?resize=300%2C78&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-11.png?resize=768%2C201&amp;ssl=1 768w\" sizes=\"(max-width: 934px) 100vw, 934px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mistakes happen! Great news \u2014 Lytec 2019 makes it very easy to fix payment posting errors. The new Move Credit workflow eliminates the manual, time-consuming double entries of the past. With just a few clicks you can choose the patient, choose the billings with the incorrect credit, move it to the billings where you need &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/move-credits-workflow-lytec-2019\/\"> <span class=\"screen-reader-text\">Move Credits Workflow<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":601,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true},"categories":[13],"tags":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-6.png?fit=727%2C552&ssl=1","jetpack_publicize_connections":[],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/paWDIq-9G","jetpack-related-posts":[{"id":119,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/ar-tracker-enhancements-lytec-2019\/","url_meta":{"origin":600,"position":0},"title":"AR Tracker Enhancements in Lytec 2019","date":"May 10, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/288619909 Tired of starting over when making changes to a patient account? Now you don't have to. The new refresh button in AR Tracker allows you to refresh your screen and see changes immediately, avoiding the hassle of re-running your AR query. There is a new option on the Billing\u2026","rel":"","context":"In &quot;What's New&quot;","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/accounts-receivable.jpg?fit=966%2C738&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":123,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/insurance-card-scannning-lytec-2019\/","url_meta":{"origin":600,"position":1},"title":"Patient Email Connect","date":"June 5, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/288616126 Patient engagement and marketing are critical for clinical quality and business purposes. Lytec now makes it even easier to contact your patients using cost-effective email and other methods to stay in touch, provide valuable information, and even drive revenue. With Patient Email Connect available in Lytec 2019, connecting with\u2026","rel":"","context":"In &quot;What's New&quot;","img":{"alt_text":"Patient Email Connect","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/email.jpg?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":879,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-clia-numbers\/","url_meta":{"origin":600,"position":2},"title":"How to enter Clia Numbers in Lytec","date":"February 1, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/507240140 To get a CLIA number to print on claims, a couple items need to be setup or checked. First go to \u201cLists\u201d, then \u201cTransaction Codes\u201d. Check any Transaction Codes that require a CLIA, have the \u201cThis is a lab procedure which requires a CLIA number where applicable\u201d option selected\u2026","rel":"","context":"In &quot;How To&quot;","img":{"alt_text":"Lytec Clia Number","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2021\/02\/laboratory.gif?fit=1200%2C495&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":966,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-insurance-payments\/","url_meta":{"origin":600,"position":3},"title":"How to apply insurance payments in Lytec","date":"May 14, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/549377484 There are two different ways to enter Insurance Payments in Lytec, (1) on a billing-by-billing basis, or (2) in bulk via the \u201cApply Insurance Payment Wizard\u201d. The first method may be preferable when entering Insurance Payments for one patient, billing, or date of service. The second method is preferable\u2026","rel":"","context":"In &quot;How To&quot;","img":{"alt_text":"Lytec Insurance Payment","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2021\/05\/apply-insurance-payment.png?fit=900%2C530&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":814,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-ar-tracker\/","url_meta":{"origin":600,"position":4},"title":"New AR Tracker Filters","date":"July 23, 2020","format":false,"excerpt":"You asked and we answered, AR Tracker in Lytec 2020 new filters for appointment and timely filing dates. With the appointment filter you can run the AR tracker for just those patients coming in today to proactively review outstanding balances and create a collections action plan with your front office\u2026","rel":"","context":"In &quot;What's New&quot;","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2020\/07\/ar-tracker-filter.jpg?fit=603%2C821&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":1083,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-2022-dashboard\/","url_meta":{"origin":600,"position":5},"title":"New Dashboards in Lytec 2022","date":"January 25, 2022","format":false,"excerpt":"New Practice Financial DashboardThe Practice Financial Dashboard has three informational sections.\u2022 Production Report, including breakdown of Charges, Payments, Adjustments\u2022 A line graph of Charges and Payments\u2022 Adjusted Net Collection PercentageEach of the sections displays data based on the current system date at the time is it displayed. The information is\u2026","rel":"","context":"In &quot;What's New&quot;","img":{"alt_text":"Lytec Dashboard","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2022\/01\/KPI-Dashboard.jpg?fit=993%2C631&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts\/600"}],"collection":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/comments?post=600"}],"version-history":[{"count":1,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts\/600\/revisions"}],"predecessor-version":[{"id":607,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts\/600\/revisions\/607"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/media\/601"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/media?parent=600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/categories?post=600"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/tags?post=600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}