To access the bulk payment posting screen:

1. Navigate to the Payments under the “Billing” section of the Practice module
2. Select the date range and filter by the insurance company or patient that the payment is from.
3. There will be a list of payments already in the system.
4. 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.
5. 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:

1. Navigate to Payments under the “Billing” section of the Practice module
2. Click +New at the top of the payments list and select either Payment, Adjustment, or Recoupment.
3. 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.
4. Click the Invoice Activity Payments tab to add claims to apply the payment to.
5. Click on Add to search for claim or invoices
6. Choose the date range to filter by.
7. Select the name of the patient or billing source that the payment is from.
8. Select Get Results
9. Select one or more claims/invoices to add to the payment, and then click Select.
10. 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).
11. Click Save

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