Insurance Payment Summary

Carrier pays some, but not all of the procedures.
  1. Enter carrier payment amount for each procedure.
  2. 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.
  1. Enter actual carrier payment amount for each procedure.
  2. 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.
  1. Enter actual carrier payment amount for each procedure.
  2. Indicate OK to accept insurance overpayment.
  3. 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.