Performing Insurance Functions > Posting Bulk Payments
You can run an Accounts Receivable report specifically for insurance carriers by selecting Reports > Financial > Accounts Receivable by > Insurance Carrier from the main menu.
When running the Accounts Receivable report to follow up on insurance receivables, consider using the All Credit Balance Accounts and All 30+ Day Balance Accounts options. When running a past due report or printing a report to coordinate with the Bulk Insurance posting function, you may want to limit the report to a single carrier.
A credit balance report can pinpoint accounts with the following problemsproblems.
The insurance portion of the patient contract has not been set up.
The insurance contracts have not been activated (pending).
Payments may have been posted to the wrong account.
Payments were posted to insurance, but the contract is paid out.
A past due balance report for 30 to 90 + days can pinpoint accounts with the following issuesissues.
The insurance carrier is not paying on a patient’s insurance because:
There are no orthodontic benefits.
Orthodontic benefits have reached the maximum amount.
The payment was sent to the insured (patient’s responsible party).
The payment was posted to the wrong sibling.
The claim has not been filed with the insurance company.
The claim was filed for the wrong sibling.