Entering an Individual Insurance Payment

To enter a payment from an insurance company for an individual claim:

Select Activities > Enter mail payments > Individual payments, or click the Individual payments button on the Toolbar. The Payment From/For Pick List window is displayed.
Select the patient and click OK. The Post New Entries window is displayed.
Press Tab to move to the Description column, and type IP for insurance payment. The Outstanding Claim Pick List window for the patient is displayed.
Select the claim that matches the payment amount, and click OK. The Receive Insurance Payment window is displayed.
In the Insurance payment amount field, enter the amount of the payment.
In the Payment type, select Check, EFT, or Credit.
If the amount of the payment is different from the amount in the Submitted column, you can click OK, update blue book to update this Employer/Plan. If you do not want to update the employer plan, click OK, don’t update blue book.

You might choose not to update the blue book if the amount is less than the usual amount because the insured party has not yet met the deductible, or if the patient has exceeded their benefits for the year.