Posting Payments > Posting Insurance Payments

Posting Bulk 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 insurance credit card payments.

To post bulk insurance payments:

1. Select Insurance > Insurance Payments > Bulk Insurance Payments. The Insurance Check Info window is displayed.

2. Select the insurance company, insurance plan, and transaction code from the drop-down lists.

3. 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.

3. 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.

4. Select the billing and plan doctors from the drop-down lists.

5. To submit completed claims covered by a secondary plan to the insurance batch file, select Print Secondary Claims.

6. Click OK. The Insurance Payments window is displayed.

7. Select an option:

8. For a detailed list of Insurance Payments window options, see Using Insurance Payments Window Options.

• To edit the check information:Select Edit Check Info from the Options section of the Express bar or Options menu. The Insurance Check Info window is displayed. Make the changes and click OK. The Insurance Payments window is displayed.

• To list all outstanding claims with the specified insurance company and plan:Select Load Claims from the Options section of the Express bar or Options menu. All claims that meet the criteria are displayed. The number of loaded claims is displayed in the Claims field, and the difference between the total payments for each claim and the check amount is displayed in the Remaining field.
  
  If your office uses payment allocation, a claim might be displayed more than once if the payment is disbursed to more than one provider. If more than one doctor performed procedures on a claim, a separate entry is displayed for each doctor.

• To list the claims in order by patient last name, the date of service, or the patient Social Security number:Select Sort from the Options section of the Express bar or Options menu.

• To remove claims that are not included on the Explanation of Benefits (EOB):Highlight the claim and select Remove from the Options section of the Express bar or Options menu.

• To edit the payment amount:Click Edit. Type the amount in the Payment column and click OK.

• If this is not the final payment for the claim:Select Mark As Final Payment from the Options section of the Express bar or Options menu. The asterisk (*) is removed from the Patient Name column.

8. Click Post. The Insurance Payments window is displayed.

9. The Remaining amount must be 0.00 to post the payment.

If Update bluebook... in the Insurance System Settings window is selected:The Bluebook Update Method window is displayed.

If any claims selected for final payment have secondary coverage and Print Secondary Claims in the Insurance Check Info window is selected:The secondary claim is printed.

If any secondary claims are submitted:A query box prompting you to print all batched billing statements is displayed. Click Yes to print the statements and No to send the statements to a batch file.

9. Click Close. A message is displayed.

10. Click Yes.