To post a DMO/capitation or Medicaid plan that is not assigned to a specific patient or claim:
Select List > Ins Plan. The Insurance Plans list window is displayed in FIND mode.
Select the plan and double-click or press Enter. The Insurance Plan window is displayed.
Press Enter. The window is displayed.
Select Transactions from the Options section of the Express bar or Options menu. The Plan Transactions List window is displayed.
Click Add. The Plan Transactions window is displayed.
Insurance plan transactions are displayed as separate line items on the daysheet and are not included in the current day’s receivables total.
Select the code, collection doctor, date, and payment amounts from the drop-down lists. You can select collection or adjustment codes only.
If you selected a check payment code, type the check and bank numbers in the appropriate fields.
Capitation payments are included in the total of the checks listed on the deposit slip, unless they have been posted as a separate check.
Type any notes in the Notes field and click OK.
Click Close.