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Insurance Payment Summary

Carrier pays some, but not all of the procedures.

  • Enter carrier payment amount for each procedure.
  • Do not select the Close Claim check box.
  • The ledger updates the claim as partial payment, and the claim remains open for additional payment.

Carrier pays less than estimated, remaining should be transferred to patient.

  • Enter actual carrier payment amount for each procedure.
  • If all procedures are considered by the carrier to be paid in full, click the Close Claim check box.
  • The ledger updates the claim as paid and closed, any amount not paid will automatically transfer to the patient.

Carrier pays more than estimated, excess should be transferred to patient.

  • Enter actual carrier payment amount for each procedure.
  • Indicate OK to accept insurance overpayment.
  • If all procedures are considered by the carrier to be paid in full, select the Close Claim check box.
  • The ledger updates the claim as paid and closed.
  • A second ledger entry automatically transfers the overpayment to the patient which diminishes the patient portion.

See Also

Payments

Batch Claim Payments

Post a Batch Claim Payment

Single Insurance Payment

Post a Single Insurance Payment

Associate an EOB with a Payment

Batch Claim Payments 835

Patient Payments

Receipts