Individual Insurance Payments

To process an insurance payment for an individual:

Select List > Patient. The Patient List window is displayed.
Select the patient for whom an insurance check has been received, and click Transactions from the toolbar. The Transactions List window is displayed.

In the Options section of the Express bar, click Payments. The Payments window is displayed.
Select the Insurance option. The Payments - Insurance Payment window is displayed.

The Code field is populated for you. Code 2 is an insurance payment.

Type the amount, select the claim number, verify that this is a final payment for this claim, and type the check number and bank number in the appropriate fields.
Click Post. A message asks if you want to update the Bluebook.
Click No. A message asks if you want to send a billing statement.
Click Yes or No.
If you select Yes, you are given the option of printing the statement now or printing to a batch. To print a statement now, click Yes. To print to a batch, click No.
If you click Yes, the Output Options window is displayed. Select the option you want—printer, screen, or file—and click OK.
If you select Printer, the Single Billing Statement Setup window is displayed. When you have made your choices, click OK.
Click Close.