Posting Payments > Posting Insurance Payments
You can post insurance payments covering multiple patients that are not assigned to the same account.
The bulk insurance payment process does not currently support credit card insurance payments.
To post bulk insurance payments:
Select Insurance > Insurance Payments > Bulk Insurance Payments. The Insurance Check Info window is displayed.
Select the insurance company, insurance plan, and transaction code from the drop-down lists.
If the payment includes a DMO/capitation plan service fee, enter the plan, plan fee, and plan doctor information to display the plan fee in the correct Plan Transactions window. The plan fee is subtracted from the check amount. You can distribute any remaining amount to the patients with outstanding claims.
Type the amount of the insurance payment, the check number, and the bank number in the fields and ensure that the correct date is selected from the Date drop-down list.
Select the billing and plan doctors from the drop-down lists.
To submit completed claims covered by a secondary plan to the insurance batch file, select Print Secondary Claims.
Click OK. The Insurance Payments window is displayed.
Select an option:
For a detailed list of Insurance Payments window options, see Using Insurance Payments Window Options.
To list all outstanding claims with the specified insurance company and plan:
To remove claims that are not included on the Explanation of Benefits (EOB):
Click Post. The Insurance Payments window is displayed.
The Remaining amount must be 0.00 to post the payment.
If Update bluebook... in the Insurance System Settings window is selected:
If any secondary claims are submitted:
Click Close. A message is displayed.
Click Yes.