Billing Payments FAQ

Q: How do I check my payments in OnTarget?

A: There are several options to see payments posted in OnTarget:

Preferred: Go to Reports/Billing/Payments Grid. Enter the criteria for the data needed, click Run Report. There are several other options for payment reports. This video will help determine which report is best for what is needed.
Go to Billing/Claims, use any of the filters and review the Payments column. This will show the last payment posted to the claim. (Click Export in bottom left to create a report).
Go to Billing/Payments, use any of the filters and review the Payment column. (Click Export in bottom left to create a report).
Q: How do I check my denials in OnTarget?

A: There are several options to see denials posted in OnTarget:

Preferred: Go to Reports/Billing/Unpaid Invoices, enter the current date as Ending Invoice Date, add any other criteria if needed, click Run Report.
Go to Reports/Billing/Payments Grid. Enter the criteria for the data needed, add a filter of Paid=NO, click Search. There are several other options for denial reports. This video will help determine which report is best for what is needed.
Go to Billing/Claims, use any of the filters, add a filter of Paid=NO and review the Denial Code column. This will show the last denial code posted to the claim. (Click Export in bottom left to create a report).
Go to Billing/Payments, use any of the filters and review the Denial Code and Denial Description column. (Click Export in bottom left to create a report).

Q: How do I receive EFTs from a payer?

A: Please contact the payer directly to inquire on setup for EFTs. EFTs are payments direct deposited to your bank and each payer has different requirements. EFTs are separate from 835s (electronic remittance reports) and are not handled by OnTarget billing support.

Q: How to I post payments manually in OnTarget?

A: Any checks, cash or money orders received by the agency and not on an 835 can be posted under Billing/Payments. Please see AA Department_Manual Posting Process for a step by step..

Q: What is the best report to see billed vs paid claims in OnTarget?

A: Go to Reports/Billing/Billed vs Paid Cash. Enter the criteria needed. Claim Date is the date the invoice was created, Date of Service is the date the service was provided, Payment Date is the date the payer has on their 835 or the date a user used for posting a payment, and Posting Created Date is the date the posting was added to OnTarget. Claim Date is the most used filter. This report will give you the billed vs cash paid amount per payer. Please note this reports only cash posted, not write-offs/adjustments. Also check out this video to learn more about the different billing reports in OnTarget.

Q: Our 835 has not posted yet and it usually does by a certain time. How can we get this posted?

A: The automated 835 processing runs at periodic times on specific days. If the 835did not post in OnTarget at the usual time, it should post on the next scheduled run. If you need the 835 posted immediately, please contact billingsupport@ontargetclinical.com or your assigned account analyst with the payer, date and check number. Note: The 835 can only be posted if we receive it from the payer.

Q: What is the best report in OnTarget for working unpaid claims?

A: Go to Reports/Billing/Unpaid Invoices. Enter any additional filters-most common is Ending Invoice Date of today only-click Run Report. Choose the CSV version to export the file-this can be converted to Excel and used to manipulate the date to see claims by payer, client, denial dates, and many other data sets. Check out this video for additional tips on billing reports and how to use them.

Q: How do I reverse payments or write offs/Adjustments in OnTarget?

A: There are two options for reversing payments or adjustments/write offs posted in a journal.

The entire journal can be deleted (send the journal number to billingsupport@ontargetclinical.com). This should be reserved if every client/claim on the journal needs to be removed.
An opposing transaction can be posted in a new payment journal. For example: Claim A was originally written off for $50.00. Create a new payment (or write off/adjustment) and manually adjust the payment amount to be the opposite by posting -$50.00 (negative), using the same adjustment account. Please note, you may need to search for the invoice under "Paid Invoice Lines" when trying to add the claim line.