Posting Payments > Posting Insurance Payments

Posting an Insurance Payment to a Patient

To post an insurance payment to a patient:

1. Select an option:

2. In the Patient List window:Select the patient and select Transactions from the toolbar.

3. In the Patient window:Select Transactions from the toolbar.

The patient Transactions List window is displayed.

2. Click Payments from the Options section of the Express bar. The Payments window is displayed.

3. 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.

4. Type the check amount, select the claim number, verify that this is the final payment for this claim, and type the check number and bank number in the fields.

5. Click Post. If the Update bluebook after insurance payments checkbox is selected in the Insurance Settings window, a message is displayed, asking if you want to update the bluebook. Click Yes or No.

6. A message is displayed, asking if you want to send a billing statement. Click Yes or No.

7. If you selected Yes, you are given the option of printing the statement now or printing to a batch. To print a statement now, click Yes. To print to a batch, click No.

8. If you click Yes, the Output Options window is displayed. Select the option you want, and click OK.

9. If you select Printer, the Single Billing Statement Setup window is displayed. When you have made your choices, click OK.

10. Click Close.