Insurance Payments

Click Add INS Payment to add an Insurance Payment.

Posting Payments > Insurance Payments

Step 1 – Choose Insurance that made the Payment

Insurance Code: The Insurance Code should default to the Insurance company currently responsible for the balance. If it is not the correct insurance company for this payment, click the look up folder to select the appropriate company/code for this patient.

Step 2 – Enter Payment Amount & Type

Payment Amount: Should default to the current insurance balance. Change this amount if different.

Payment Type: Select by clicking on the bullets to the left of the applicable payment type.

NOTE: If Check, Visa, MC, AMEX or DISCOVER are selected Check or Authorization number will be required.

Deductible: Enter any amount being applied to the deductible and select who is responsible for it in order to transfer appropriately.

NOTE: By entering a deductible amount in this area it will automatically be tallied as applied deductible for this insurance company in this patient's insurance information screen.

Step 3 – Verify Payment Amounts for each Charge

The payment amount should distribute automatically among the listed charges. However if the payment is not distributed correctly, double click under each Pay Amount until they are correct.

NOTE: ALL Pay Amounts in this list MUST equal the Payment Amount at the top of the payment screen. If you get the following error your individual Pay Amounts in Step 3 will need to be corrected to equal the total Payment Amount.

Posting Payments > Insurance Payments > Error

Step 4 – Decide with to do with the Remaining Balance

Write off Amount: Enter any amount of the balance you wish to write off.

Remaining Balance: This will automatically calculate based on payment amount, deductible and write off amount.

Action for Remaining Balance: You can Transfer the balance to the patient or secondary insurance company OR just Leave it where it is in the insurance column.

Optional Info:

You can enter a Note for this payment and/or change the Payment Date if other than default, which is date entered.

Click OK to save this payment.