Click the radio button beside Insurance Check to Prev. Balance to indicate the entered payment should be to the patient’s previous balance. This is most likely to occur when paying on a converted balance, or a previously closed claim. The payment may still be tied to the claim.
Click the radio button beside Insurance Payment (Pays off claims) to indicate the entered payment should be tied to the specific claim.
PaymentDate: Enter the date of the check.
PaymentAmount: Enter the amount received for the payment of this claim.
Check #:
Enter the check number
Click the … button to lookup the specific check within the list of all of the checks inserted into the database via an 835 process.
Bank #: Enter the Bank number if desired.
AssociateEOB: When available, scanned EOB statements can be associated with specific insurance payments and can be viewed while working with the payments.
Select the Associate EOB checkbox to associate the EOB with the payment. Not: This feature must be enabled and an EDI contract in place.
Link Provider Adjustment:
Notes: Track any information desired by the practice.
PaymentType: Select the Payment Type from the dropdown. These payment types are established by the practice.
DisallowType: If any portion of the claim is being disallowed, the adjustment can be automatically posted along with the payment. Select the adjustment type from the dropdown. These adjustment types are established by the practice.
Close Claim: The Close Claim checkbox sets the claim as closed and removes it from the outstanding claims list. The box is checked by default. If the claim is not to be closed because the payment is only partial and further payments are expected, uncheck the Close Claim checkbox to keep the claim open.
Enter Adjustment: An adjustment entered in this section applies to the entire claim and is entered into the Ledger as a write-off using the adjustment type selected in the Disallow Type dropdown. Claim level write-offs are typically used when a small balance remains following the insurance payment.
Click the Write-Off check box and enter the amount of the write-off. Select either $ or % as appropriate for the entry.
Write-offs and adjustments may also be linked to the specific procedures by completing the disallow amounts and reasons in the “Treatments for above selected claims” section. Usually, only one type of write-off is applied for a single claim.
