Post a Single Insurance Payment

A single insurance payment claim can be entered into the QSIDental Web manually by using the insurance fields in the Insurance Payment module.

To post a single insurance payment, do the following:
  1. Select one of the following insurance types:

    • Insurance Check to Prev. Balance: Select this option when the entered payment should be to the patient’s previous balance. This is used when paying on a converted balance, or a previously closed claim.

    • Insurance Payment (Pays off claims): Select this option for payments tied to a specific claim.

    For more information about the fields and their descriptions, see Insurance Payment Fields.

  2. Complete the relevant payment details as required by the practice.
  3. Associate the EOB if desired.
  4. Select the desired claim for the patient.
  5. Itemize amounts for specific procedures if desired.
    The amounts entered for each treatment are added together and will appear in the Payment Amount field.
  6. Place a check mark beside the desired procedure.
    The New Amt field populates automatically.
  7. Adjust the amount of funds received in the New Amt field if required
  8. If the procedure is being disallowed, add the disallowed amount in the Disallow field. If desired, add the reason by clicking the browse button. Select the reason codes if required.
  9. Select the Close Claim check box if the carrier considers the claim paid in full.
  10. Click Apply.
    Note: If credit card is selected as SubType insurance payment for practices where InstaMed integration is enabled, the InstaMed window opens when you click Apply.

    The fields on the InstaMed window are automatically populated with the patient's information and the payment amount. Enter the details of the credit card provided by the insurance carrier and click Submit.

    If the payment is successful, the Insurance Payment window opens. If there are no open claims for the selected patient, you are redirected to the Account Ledger-Show All by Posting Date window. If the payment is delayed on the InstaMed window, a message appears indicating that the transaction is in progress and prompting you to try after 30 minutes.
    In cases where payment confirmation is delayed, InstaMed attempts to post the confirmation six times in the next three hours at a thirty-minute interval. The Apply button is disabled for this payment for twenty-four hours until the posting of the payment is complete. When you point to the Apply button, a message appears indicating that the button is disabled due to a claim payment request and prompting you to try again later.