Posting Payments > Posting Insurance Payments > Posting Credit Card Insurance Payments

Manually Posting an Insurance Credit Card Payment

To post an insurance credit card payment if the credit card is not available:

1. Select an option:

2. In the Patient List window:In the Patient List window:Select the patient and select Transactions from the toolbar.

3. In the Patient window:In the Patient window:Select Transactions from the toolbar.

The patient Transactions List window is displayed.

2. Click Payments from the Options section of the Express bar. The Payments window is displayed.

3. Select Insurance in the Select Operation section. The Payments - Insurance Payment window is displayed. The default insurance check payment code is displayed in the Code drop-down list.

4. Select the insurance credit card payment code from the Code drop-down list, and press Tab.

5. Type the payment amount, and press Tab.

6. In the Claim No field, select the claim from the drop-down list, and click Post. The Update Bluebook? message is displayed.

7. Click Yes. The Update Bluebook Entry window is displayed.

8. Complete the bluebook information, and click OK. The SoftDent Software ePayments Charge Authorization window is displayed.

9. In the Cardholder Last and First fields, type the cardholder's name.

10. In the Acct # field, type the credit card number.

11. In the Exp Date (MM/YY) field, type the expiration date.

12. In the Zip field, type the cardholder's ZIP code.

13. In the CVD Number field, type the credit card verification number.

• If you do not enter a CVD number, a message requesting the number is displayed. To ignore this message, click OK.

14. Click Submit.

15. After you receive an authorization number, add notes, if necessary.

16. To print a receipt, click OK at the prompt.

17. Click OK.