Setting Up Insurance > Handling Insurance Plan Transactions

Adding a DMO/Capitation or Medicaid Plan Transaction

To add a DMO/Capitation or Medicaid plan transaction:

1. Select List > Ins. Plan. The Insurance Plan List window is displayed.

2. Select a DMO/Capitation or Medicaid insurance plan and select Transactions. The Plan Transactions List window is displayed in SCAN mode.

3. Click Add. The Plan Transactions window is displayed in ADD mode.

4. Insurance plan transactions are displayed as separate line items on the daysheet and are not included in the current day’s receivables total.

4. Select the code, collection doctor, date, and payment amounts from the drop-down lists. You can only select collection or adjustment codes.

5. If you select a check payment code, type the check and bank numbers in the appropriate fields.

6. Capitation payments are included in the total of the checks listed on the deposit slip, unless they are posted as separate checks.

6. Type any notes in the Notes field and click OK.

7. Click Close.

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