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Enter an Insurance Payment

Entering an Insurance Payment

  1. On the patient's transactions list, click Insert and select “Add Insurance Payment”.

  2. Enter the date, select the payer, and enter the payment amount.

  3. Select the payment medium and enter the check number if the payment was a check.

  4. On the Patient's Account tab, pick a service to pay ad click Change.

  5. Enter the amount to apply to the selected service.

  6. Change the amounts due from the patient and insurance and add an insurance write-off if necessary.

  7. Save this change by clicking OK.

  8. Back in the main payment screen, enter any overpayment and an optional statement message.

  9. Click OK to save the payment.