Add Insurance Payments

You can add insurance payments from the Transactions module > Insurance Payment tab.

To add an insurance payment:

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

  2. Click New.
  3. Search for and select the insurance company.

    4. 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.

      2. 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.
  4. Complete the Ins. Payment fields as necessary and click Add.

    5. Note: Up to two custom fields may also be configured for use by your institution. If configured, they display below the Bank field.

    Field Description
    Practice

    This defaults to the workstation's default practice.

    If necessary, select another practice from the drop-down.

    Date

    This defaults to the current date.

    If necessary, select another date from the calendar drop-down.
    Code Enter the payment code or click the ellipsis to select from the Payment Codes window.
    Description

    This field displays the description of the selected code.

    Tip: Include any identifying numbers for the payment, such as the check number, to assist with auditing.
    Pmt #

    This read-only field displays an axiUm-generated payment number that is assigned when you click the Add button.
    Amount

    Enter the dollar amount of the insurance payment.

    Note: If adding a $0 payment, leave the default 0.00 value.

    Remaining

    This read-only field automatically displays the amount remaining to be allocated when you click the Add button.

    Bank

    Enter the bank code that identifies where the payment was processed or click the ellipsis to select from the Bank Codes window.

    Note: This field is only enabled if the Affect Bank Deposit checkbox is selected.

    The record displays in the list view in green text to indicate it is not allocated.

    Important: At this point the payment has been entered but is not allocated anywhere.