Patient Insurance Payment

After the claims are loaded, portions of the check can be associated with specific patients and claims. Each allocation is managed using the Patient Insurance section and the Selected Insurance Claim’s Details section.

• Date: Enter the date of the payment. Today’s date is entered by default.
• Apply Amount: The total amount of the payments applied to the claims. This figure is not entered manually, but is the cumulative total of the payments entered.
• Notes: Track any information desired 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.
• 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.
  • Enter the amount of the write-off and 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 Treatment for above selected claims section. Usually, only one type of write-off is applied for a single claim.