Create an Insurance Receipt

Create an Insurance Receipt

Payment Posting can be accessed from several places using one receipt to post an entire check amount to multiple Encounters.

 

 Create an Insurance Receipt   

  1. Create the Receipt using one of the following methods:

  1. Type 'nr' in the Navigation Box or
  1. Select Payments on the left menu and choose Post Payment or
  1. Choose the Post Payment link on the Patient Dashboard.

 



  1. Payment Type: Choose Insurance Payment

  1. Post Date: The date should automatically populate from the Reference batch.  If it is blank, you are not attached to a reference batch.  Stop and create and/or attach to a reference batch and return to this screen.

  1. Received Date: Enter date payment was received.

  1. Check Date: Optional

  1. Insurance: Enter or search for the Insurance making the payment.

    • If you are unsure about which Insurance to choose, the Insurance can also be found by using a Patient on the Remit.

    • Use the Insurance Lookup icon.

    • Using the Patient field, select a Patient on the Remit and Search.

    • Only that Patient's Insurance will display.

    • Choose the appropriate Insurance.

  1. Received: Enter the full amount of the check/payment. Payments remain in escrow until all Payments are posted in full.

    • If the amount of the Remit is zero, enter 0.00.

  1. Method: Choose the payment method.

  1. Reference/Check Number: Enter the check number or identifying payment information.

  1. In the Payment Posting Action panel, click the button for Manually Post .

  1. Select Save [F2].

 



Use a Patient to find the Insurance
​

            

Once the Receipt is created, post all Insurance Payments for all Encounters on the Explanation of Benefits (EOB). See Post An Insurance Payment Manually.


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