Balancing and Correcting Bulk Payments

If there is a difference remaining after all payments on a payment have been entered, check the Explanation of Benefits from the insurance company. You can sort the Bulk Payment Entry window by patient, insured party, or service date to help you compare the entries. When you find an error, remove the payment, and re-enter the correct payment.

To see details about a completed payment from the Bulk Payment Pick List, double-click the payment. Uncompleted payments are displayed in bold type.