Applying a Payment to Claims from an Insurer

When you receive a payment from an Insurer, you can either apply it to claims or add it as a credit to be applied to claims later.

Applying Payments to Claims from Insurers

1. Click on the Billing icon (top left header).
2. Click on Insurer Payments.
3. Click on the Received Payment button.
4. Fill out the form.
5. Either Issue to Claims or Add to Credit (you will add it to credit if you wish to apply the payment to claims later).
6. If you Issue to Claims, you can search by claim number or Patient or select the claims you want to apply it to (you can click the down arrow to expose more claim details).
7. Enter the appropriate information and pay the claim.

Important Note: Claims are attached to invoices. If you need to mark a claim as paid, you must do so from the Insurer Payment section. Applying a payment to an invoice will not mark the claim as paid.

If a Patient is responsible for part of an insured invoice (for example, Co-Pay), you apply for the payment through the invoice, and the transaction is marked as TRN-123123 (as an example).

If payment is applied to a claim, it will be marked on the invoice as TRN-565565, but it is proceeded by a shield icon representing an insurer payment.