Add Attachments to Insurance Payments

When necessary, you can add attachments to insurance payments from the Transactions module > Insurance Payment tab.

Example: You may need to add the EOB to a payment.

To add an attachment to an insurance payment:

1. Open the Transactions module and click the Insurance Payment tab > Ins. Payments (All) sub-tab.



2. Search for and select the insurance company.

Note: The full list displays if the Load all Ins. companies in list checkbox is selected in the Transaction Options window > Payment Options section.

1. Enter the first character(s) of the company you are searching for based on the column headings and click the applicable heading to sort.

Tip: You can enter an underscore (_) to display all results within the column.

Note: You can select the Include Inactive checkbox to include inactive insurance companies in the search.

2. Select a listed insurance company.
3. Right-click a listed entry and select Add Attachment to display the Add Attachment (Ins Pmt) window.



4. Complete the fields as necessary and click OK.

Tip: This defaults to the name of the file being attached.

• Description: Enter the description of the file being uploaded.
• Attachment: Click the ellipsis to select the file you want to attach to the payment.

Note: If you need to scan a paper document, you can click the Scan to File… button to open your scanning software and scan the document.