Add an Info Line while Posting a Payment

Informational lines can be added to charges to provide additional information about the patient's claim. For example, if a claim was denied, you can indicate the reason for the denial here; “Denied, Insurance stated this was a pre-existing condition.” Alternatively, you can choose from several pre-written information lines or create custom info line(s). 

Follow the steps below to add an info line while posting a payment.

  1. Select Payment > Post.
  2. Enter the payment information for the Patient or Insurance Payment.

    1. Posting a Patient Payment? Select one of the two options:

      1. Apply Manually, or

      2. Apply Automatically and place a check in the Show Preview box.

    2. Posting an Insurance Payment? Select Apply as EOB.

  3. Click the Add Info Line button at the bottom of the screen.

  4. Select an Info Line from the list. Or select Custom to enter your own info line.

  5. Enter the Received Date.

  6. Place a check in the box to copy this info line to all charge on this claim.

  7. Click Done, then click Done again to save the payment.