The Conveyance Manager allows a practice to specify a parameter to be set on the patient credit balance amounts that you want the system to automatically convey in the Centricity database. You also have the ability to convey ‘Overpaid’ tickets OR ‘Overpaid’ tickets AND tickets with unapplied deposits.

If you want the program to convey ONLY ‘Overpaid’ tickets – DO NOT check off the ‘UseDeposit’ box.

If you want the program to convey ‘Overpaid’ tickets AND tickets with unapplied deposits – check off the ‘UseDeposit’ box.

1. Fill in the LowerLimit and UpperLimit credit balance amounts you want the system to convey.

2. Select if you want the system to look at unapplied deposit amounts.

3. Click ‘Test Run’.

**There will be a black window pop up while the program is running.

4. A message box will appear stating ‘Test Run completed!’ when the system has found all tickets that meet your parameter.

5.. There are 5 different Excel files / batches that the program could update when the Conveyance Manager test run is completed. The files are located in C:Program Files (x86)Summit Software TechnologiesConveyance.

a. Deposits with Patbalance = 0

i. The system will look for any deposits on tickets that have not been applied to the balance due, where the net balance is equal to zero. This step ignores the high and low parameters that are input into the Conveyance Manager.

b. Deposit with Procedure Balance

i. The system will look for any deposits on tickets that have open procedure balances due, no matter what the net balance is o the ticket. Again, the step ignores the high and low parameters that are input into the Conveyance Manager.

c. Conveyance with Deposits

i. The system will look for tickets that have deposits and transfer the amount out of the deposit bucket into a procedure as an overpayment ONLY if there have been charges allocated to the patient and/or the insurance and the insurance balance is zero. The system ignores the high and low parameters that are input into the Conveyance Manager.

d. Conveyance

i. The system will look for overpaid tickets. If the ticket meets the below criteria it will convey the amounts to other tickets with balances for a patient. Criteria to meet: 1) The patient has been billed for charges on the ticket and the patient balance on the ticket is < 0, 2) The insurance balance on the ticket is = 0, 3) The overpayment amount falls within the high and low parameters specified in the Conveyance Manager.

e. Guarantor Conveyance

i. The system will look for overpaid tickets. If the ticket meets the below criteria it will convey the amounts to other tickets with balances for a guarantor. Criteria to meet: 1) The patient has been billed for charges on the ticket and the patient balance on the ticket is < 0, 2) The insurance balance on the ticket is = 0, 3) The overpayment amount falls within the high and low parameters specified in the Conveyance Manager.

Conveyance

Once you are comfortable with the transactions that will be complete, you can run the Comveyance. This part of the program will process the transactions in Centricity.

Important note before running the Conveyance:

**In order for the program to run without any errors, be sure to have the Conveyance Manager window, excel files and log files closed.

Click on the Conveyance Icon for the transactions to be processed in Centricity.

**There will be a black window pop up while the program is running.

Once the program is finished running, the black screen will automatically close.

Example 1 Centricity Screen Shots after Conveyance has run where there was a balance due:

The BatchId = the Id that the system automatically assigned and the Created By=conveyance_transfer to show that the transaction was created by the Conveyance Program.

Transaction Detail and Quick Note:

Example 1 Centricity Screen Shots after Conveyance has run where there was an overpayment:

The BatchId = the Id that the system automatically assigned and the Created By=conveyance_transfer to show that the transaction was created by the Conveyance Program.

Transaction Detail and Quick Note:

Configuration Options –Partial List

– Conveyance by patient and/or guarantor

– Conveyance within same company only

– Disregard Conveyance on specific types of CPT/HCPC/Dummy codes