Performing Insurance Functions > Posting Bulk Payments

Hints and Tips for Working with Bulk Payments

• Be sure carrier names are consistent. More...

  Patients are selected for the bulk payment listing based on the carrier name, regardless of employer. Carrier names must be an exact match. For example, Aetna must always be spelled the same way, with no variations, such as Aetna Life & Casualty. When carrier names are different, not all of the patients are displayed, and you cannot post to the missing patients’ accounts using the Bulk Payment feature. Use Carrier Maintenance to change the spelling.

• If a patient is not displayed in the bulk payment list, check the patient’s chart and attach the carrier if necessary, or change the Insurance rank to a number greater than 0.

• If you want to track Bulk Payment and Insurance Check payments separately on your Financial Daysheet and Month to Daysheet, change Misc Pymt2 to Bulk Ins Check. See Setting Up the Daysheet for more information.

• If all patients have been posted and the unallocated amount is not $0.00, click Print, compare the printout to the EOB, and make corrections as needed.

• If a bulk payment has been posted, you cannot make a Payment Posted in Error adjustment. The payment, although visible in the ledger, does not display in the Payment Adjustment grid. You must do a Balance Adjustment for each account affected.

• A bulk payment cannot be posted to a single patient. The software displays a message, instructing you to post in the normal way.

• Since only the Patient Current and Insurance Current balances display, you might be uncertain as to which account to post to. Use the Insurance Accounts Receivable report to check balances.

• The posted amount defaults to the insurance unless the insurance is $0.00.

• You cannot split the amount between the insurance and the patient, although you can post the amount to either.

• The software does not give you a warning if the payment creates a credit balance.

• If the payment pays off the contract, after clicking OK to post the entire bulk payment, the software prompts you to delete the contract. If you are using Monthly Fee (MF — open-ended) contracts or Visit Charge contracts, you might not want to delete the contract.

• You must allocate all of the check — there is no option to save your work until later. If you exit from the Post Bulk Payment window, all of your entries are removed.

• If the Assume Insurance Amount option at the bottom of the Post Bulk Payment window is selected, the insurance current balance for all patients in the list is entered as the payment amount. This can save time if all of your accounts have been set up to match the EOB; otherwise, you must edit the amounts on each account to make sure that the entire check is posted.

Related Topics

Posting Bulk Payments

Bulk Payments

Insurance Accounts Receivable Report