To access the bulk payment posting screen:
- Navigate to the Payments under the “Billing” section of the Practice module
- Select the date range and filter by the insurance company or patient that the payment is from.
- There will be a list of payments already in the system.
- There are 5 different status types for payments in the system.
- E.g. Not Applied, Needs Review, Applied, Over applied, and Partially Applied.
- Not Applied: the payment has not been applied to any claims yet and the full amount is available for use.
- Partially Applied: a portion of the payment is still available to post towards claims.
- Needs review: one or more of the claims has been overpaid.
- Applied: indicates that the payment has been completely posted towards claims.
- Over applied: more money has been posted to claims than was provided by the payment.
- E.g. Not Applied, Needs Review, Applied, Over applied, and Partially Applied.
- Click the + sign on the left-hand side of a payment to expand & show all the claims that the payment has been applied.
To post a new payment:
- Navigate to Payments under the “Billing” section of the Practice module
- Click +New at the top of the payments list and select either Payment, Adjustment, or Recoupment.
- Complete the fields regarding the payment.
- Choose the payor type, either Billing Source or Patient.
- Select the name of the payor and the payment type.
- Fill in the details of the payment, such as the dollar amount, check date, check number.
- Click the Invoice Activity Payments tab to add claims to apply the payment to.
- Click on Add to search for claim or invoices
- Choose the date range to filter by.
- Select the name of the patient or billing source that the payment is from.
- Select Get Results
- Select one or more claims/invoices to add to the payment, and then click Select.
- The list of claims selected with their outstanding amounts will display.
- Apply money from the payment to each claim by clicking on the post amount of each claim on the right-hand side.
- Review each claim by clicking the “tab” key on your keyboard.
- There are 4 different statuses a claim can have on this screen:
- Not Applied (Green), Partially Applied (Blue), Over applied (Red), and Applied (Grey).
- Click Save
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