Posting Payments > Posting Insurance Payments

Using Insurance Payments Window Options

The Insurance Payments window Options commands are:

• Post:Posts claims to the Transactions window for each patient.

• Load Claims:Lists all outstanding claims for an insurance company and plan in the Insurance Payments window.

• Remove:Removes a claim from the list.

• Sort:Sorts the list of claims by patient last name, patient Social Security number, or date of service.

• Edit Write Off for Transfer:Displays the Claim Line Item Adjustment window. Use this to edit the write-off amount for a claim.

• Edit Check Info:Displays the Insurance Check Info window. Use this to edit the check information.

• Payment Denied:Indicates whether payment for a claim has been denied. A Y in the * column indicates that payment was denied.

• Mark as Final Payment:Indicates whether the current payment is the final payment for a claim. An asterisk (*) next to the patient's name indicates that the final payment has been collected.

• Payment Mode:Displays the Insurance Payments window in Payment mode.

• Notes Mode:Displays the Insurance Payments window in Notes mode. The Notes column is displayed. Type an appropriate note in the column. See Entering Insurance Payment Notes.

• Write Off Mode:Displays the Insurance Payments window in Write Off mode.

• Capture Claim Documents:Displays the Bulk Insurance Document Capture window. Use this to capture documents to attach to a claim.

• View Claim:Displays a claim.

• View EOB:Displays the Explanation of Benefits for a claim. This command is enabled only if your office scans and imports claims into the software.