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 Method: Select by clicking on the down arrow. We default insurance payments to Check but you can choose a different method if applicable. Check Number is required.

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

Continuation of Treatment: Continuation of Treatment installments can be set up for the insurance company you can select which installment payment you are applying the payment to and or apply a payment to the Insurance Downpayment. You can also click on View COT to review the payment history.

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.

Adjustment: Enter the amount of the adjustment and select an adjustment type. You can change the adjustment amount and type per lineitem if desired.

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 will need to be corrected to equal the total Payment Amount.

Posting Payments > Insurance Payments > Error

Step 3 – Decide with to do with the Remaining Balance

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

Action for Remaining Balance: You can Transfer the balance to the patient, secondary or tertiary 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.