Learn how to receive insurance claims and finalize payment by viewing an interactive guide or step-by-step instructions.

Entering a Payment for a Single Claim

1. Go to the Account Module.
2. Double-click the claim.
3. In the Edit Claim window, click the By Procedure button.
• If the payment received is not itemized by procedure, you can click By Total to enter in the total amount only.
4. In the Enter Payment window, enter the claim payment details, including write-offs, from the EOB.
5. Click Save.
6. In the Edit Claim window, click This Claim.
7. In the Edit Insurance Payment window, enter payment details (e.g., Payment Type, Check Number, etc.)
8. Click Save.
9. See the Attaching an EOB instructions if you want to attach a copy of the EOB to the payment.
10. In the Insurance Payment (EOB) window, click Save.
11. The insurance payment is now attached to the claim procedures and show as a line item in the account.

Entering a Payment for Multiple Claims

1. Go to the Manage Module.
2. Click Batch Ins.
3. In the Batch Insurance Payments window, click Add.
4. In the Edit Insurance Payment window, enter the EOB details (e.g., total payment amount, check number, etc.)
5. Enter the Carrier Name. You can click Pick to choose from existing carriers or manually type a carrier name.
6. Click Save.
7. In the Insurance Payment (EOB) window, double-click a claim from the Outstanding Claims grid.
8. In the Edit Claim window, click the By Procedure button.
• If the claim payment is not itemized by procedure, you can click By Total to enter in the total claim payment.
9. In the Enter Payment window, enter the claim payment details from the EOB.
10. Click Save.
11. In the Edit Claim window, click Save to add the claim to the EOB payment.
12. In the Insurance Payment (EOB) window, double-click the next claim on the EOB.
13. Repeat steps 8-12 until all claims on the EOB are in the Attached to this Payment grid.
14. See the Attaching an EOB instructions if you want to attach a copy of the EOB to the payment.
15. Payment information is saved when you exit the Insurance Payment (EOB) window.
16. Any claims on the EOB are marked as received and claim payment information is available from individual patient accounts.

Attaching an EOB to an Insurance Payment

1. In the Insurance Payment (EOB) window, click Scan EOB.
2. In the Images window, use the options at the top to scan or import a copy of the EOB.
3. Once the EOB is scanned or uploaded, a preview is displayed.
4. Click Close.
5. Payment information is saved when you exit the Insurance Payment (EOB) window.
6. Any claims on the EOB are marked as received and claim payment information is available from individual patient accounts.