Transactions on Hold
Transactions on Hold (Imported Payments)
Overview
After payments are imported, there are cases where a payment cannot be posted right away because it requires additional investigation or updated information that isn’t currently available (for example, missing details, unclear posting direction, or denial/remark research).
If these payments remain in the Imported Payments area, users will continue to encounter them every time they process new imports slowing down the overall payment posting workflow.
The Transactions on Hold feature provides a way to temporarily set these “problem” payments aside so users can continue posting clean payments without repeated interruptions.
When to Use Transactions on Hold
Use Transactions on Hold when:
- A payment import includes items that require follow-up before posting.
- Additional payer information or internal updates are needed before a decision can be made.
- The payment would slow down or block efficient posting during normal processing.
Transactions on Hold Form (Working Held Payments)
The Transactions on Hold form is used when users are ready to return to held payments and resume posting.
To support efficient batch work, users can filter held transactions by items like:
- Adjustment Reasons
- Remark Codes
This makes it easier to work denials/rejections in groups with similar causes.
How to Resume Payment Posting (Steps)
- Navigate to Billing > Insurance Billing > Transaction on Hold.
- Apply filters using the advanced grid features (for example, filter by bill type, payer, client, patient, adjustment reason and/or remark code).
- Select the invoices you want to work.
- Click Resume Payment Posting.
More Options Menu: Overview
The More Options menu provides quick actions to help users research and resolve items without leaving their current workflow. From this menu, users can:
- Associate documents and cases to attach supporting documentation and link related case information for better tracking and follow-up.
- Jump directly to the Client or Patient master file to review and edit demographics, coverage, or other details as needed.
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