Payment Sources  

A Payment Source is where the Payment came from. 

Ex. Blue Cross / Blue Shield may have several different addresses to submit claims to; however, the payment may come from one address.  This would be the Payment Source.

Click the Admin Icon

Click the Payment Sources button

To Add a Payment SOurce, click the Add button

Name:  Enter the Name of the Payment Source.  This text describes where a Payment came from. 

Note:  The Payment Source Name will print on the Daysheet and in the Patient File.

Migrate Payments: If Payments need to be moved (Migrated) to a different Payment Source, click the Migrate Payments button.

From:  Select which Payment Source to Migrate Payments From.  (Select from the drop down list)

To:  Select which Payment Source to Migrate Payments To.  (Select from the drop down list)

Select:

• Move all payments (moves all payments)
  

or

• Only move payments with Date's of Service between (select the dates from and to)
  

Note: The Payment Source is assigned to each Payor, if applicable, in the Payor file.

Select the Admin Icon

Select the Payors button

General Tab (see ex. below)

Select an existing Payment Source from the drop down list

or

Creat a New Payment Source

Note:  When posting an EOB (payment), Quixote will ask Where did this Payment come from?  Please select a Payment Source and click "Next".

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