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:

  11. To update the bluebook later:

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

  1. Select an option:

  2. If this is the final insurance payment for the selected claim:

  3. If this is not the final insurance payment:

The Transactions window is displayed.

  1. Click Close.