Manage Insurance Payments

  1. Open the Transactions module and click the Ins Pmt tab > Ins. Payments sub-tab.

  2. Search for and select the insurance company.

    3. Note: The full list displays if the Load all Ins. companies in list checkbox is selected in the Transaction Options window > Payment Options section. For information, see Customize Transactions.

    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.
  3. Review the listed payments.
  4. To perform another task, complete one of the following:

    5. When necessary, you can add attachments to an insurance payment.

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

    1. Select a listed record.
    2. Right-click and select Add Attachment to display the Add Attachment (Ins Pmt) window.

    3. Complete the fields as necessary and click OK.

      4. 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.

    In the case of a small error when adding an insurance payment, you can edit the payment.

    Example: The wrong code or amount was entered.

    Note: Payments that have already been allocated must be unallocated before they can be edited.

    1. Select a listed payment.
    2. Modify the fields as necessary and click the Modify button.

    In extreme cases, you can delete an insurance payment.

    Warning: We do not recommend deleting insurance payments.

    Note: Payments that have already been allocated or adjusted must be unallocated and/or unadjusted before they can be deleted.

    1. Select a listed payment and click the Delete button.
    2. When prompted, click Yes to confirm your deletion.

    Tip: If the value in the Applied column is higher than 0.00, the money has been partially or fully allocated.

    1. Select a listed payment, right-click and select Disbursement to display the Insurance Disbursement window.
    2. Select a record and click the Unallocate button.
    3. Repeat Step b as necessary.
    4. Click the Close button to close the Payment Disbursement window.
    1. Select a listed record, right-click and select Print List.
    2. Select the appropriate printer settings and click Select.