Post a Single Insurance Payment

To post a single insurance payment:

1. Click the radio button to indicate the type of insurance payment
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 will be added together and will appear in the Payment Amount field.
   • Place a check mark beside the desired procedure –the Fee will populate automatically.
   • Adjust the amount of funds received in the New Amt field if required
   • If the procedure is being disallowed, add the disallow amount in the Disallow field.  If desired add the reason by clicking the … button and selecting the reason code(s).

     

6. Check the Close Claim checkbox if the carrier considers the claim paid in full
7. Click the Apply button