Welld's Check-in Claims and Remittance screens display the detailed data on check-ins sent to the payer, and how you were paid.
To start, let's review a few definitions:
- Claim - this is the "invoice" being sent to the payer. Welld creates claims using your fee schedule to show what is being sent to the payer.
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Remittance - commonly referred to as a "remit", this is the detail of what the payer paid and/or rejected for the claims you sent. "Matched Claims" are the claims included on the remit - one remit will have many claims on it.
- Utilization - the # of visits used / maximum # of visits allowed. If this number is trending low, that's your cue! Have your team check in with that member, encourage them to get the most out of their "free" membership, and make sure your club is maximizing revenue from your check-in programs.
- Fee Schedule - the reimbursement terms in your contract are built into a fee schedule in Welld. This fee schedule converts the members' check-ins into the dollars that you are owed.
- Charged - the total amount being billed to the payer.
- Paid - the total amount paid from the payer.
- Balance - Charged minus Paid = Balance. A $0 balance means the claim was paid in full!
- Reason Code - a short phrase describing the reason, if any, a claim was not paid by the payer.
Accessing the Billing Module:
In the left navigation menu, you will find the "Check-ins" (or whatever term your club uses, such as workouts) section. You can now access Check-in claims and remittances from this section.
Remittances
The "Remits" tab displays the list of the payments and/or rejections from the payer. You can use the "Sort By" and "Filters" buttons to change the list display to suit your needs.
Viewing the Details of a Remittance
To view the details of a remit, click on that remit. You'll see the screen below which lists the "matched" claims that were paid on that remit.
Click on the "Info" droplist for further remit details:
You'll see the detail below so you can keep track of the summary information for the remit you are viewing.
If you want to see the details on a specific claim, click on that claim, and you will arrive on the claim detail screen:
Clicking on the Claim History (
Click on the Comments (
) icon to make a comment. This is an important way to keep track of what actions were taken, if any.
Lastly, click on the View User Info (
) icon to easily go to the participant's Enrollment page.
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