Budget Planning > Handling Patient Budget Plans > Posting Payments to Ortho Claims

Posting an Insurance Payment to an Ortho Case Claim

To post an insurance payment to an ortho case claim:

1. In the Patient Transactions List window, click ADD. The Patient Transactions window is displayed in ADD mode.

2. Select the transaction code from the Code drop-down list.

3. Select the insurance payment code from the Code drop-down list.

4. Select the production doctor from the Production Dr drop-down list

5. Select the collection doctor from the Collection Dr drop-down list. The Transactions - Insurance Payment window is displayed.

6. Select the payment amount from the Amount drop-down list.

7. Select the claim that is associated with the patient from the Claim drop-down list.

8. Type the check number, bank number, and any notes in the appropriate fields, and click OK. A message asking you to update the bluebook is displayed.

9. Select an option:

10. To update the bluebook:To update the bluebook:Click Yes and see Using the Insurance Bluebook.

11. To update the bluebook later:To update the bluebook later:Click No.

A message asks you whether this is the final insurance payment for the selected claim is displayed.

10. Select an option:

11. If this is the final insurance payment for the selected claim:If this is the final insurance payment for the selected claim:Click Yes. If the patient has secondary insurance, a message asks you whether to open a secondary claim.

12. If this is not the final insurance payment:If this is not the final insurance payment:Click No.

The Transactions window is displayed.

11. Click Close.