Posting Payments > Posting Insurance Payments

Posting an Insurance Payment to an Account

To post an insurance payment to an account:

1. Select an option:

2. In the Account List window:Select the account and select Payments from the Options section of the Express bar or Options menu.

3. In the Account window:Select Payments from the Options section of the Express bar or Options menu.

4. In the Patient List window:Select the patient and select Transactions from the Options section of the Express bar or Options menu. The patient Transactions window is displayed. Select Payments from the Options section of the Express bar or Options menu.

5. In the Patient window:Select Transactions from the Options section of the Express bar or Options menu. The patient Transactions window is displayed. Select Payments from the Options section of the Express bar or Options menu.

The Payments window is displayed.

2. Select Insurance in the Select Operation section. The Payments - Insurance Payment window is displayed. The default insurance check payment code is displayed in the Code drop-down list.

3. Type the check amount, check number, and bank number in the fields and verify the check date. This information is printed on the deposit slip.

4. Select the claim number from the Claim drop-down list. You must select a valid outstanding claim.

5. Select an option:

6. If this is the final insurance payment:Select Final?.

7. If this is not the final insurance payment:Deselect Final?.

8. If the claim is denied:Select Denied?.

• If the claim is associated with a PPO plan, the Write Offs column is displayed in the window.

6. To add a note, select the Notes column for the transaction, and type the information.

7. Click Post.

8. Click Close.