Select Payment > Post.
Fill in the option for Insurance Payment.
Click the
icon next to Payment By to search for the insurance payer you received the payment from. Or click on the 
icon to “Find by Claim” 
You can search Name, DOB, Account #, Member ID, Claim ID, or TCN # to “Find by Claim.”
icon next to Payment By to search for the insurance payer you received the payment from. Or click on the 
icon to “Find by Claim” 
You can search Name, DOB, Account #, Member ID, Claim ID, or TCN # to “Find by Claim.”Enter the check information (e.g., Payment Amount, Received/Check Date, Deposit Date, Check/EFT#, Other Ref#, and Source).
The Deposit Date field represents the date the check was deposited into the practice’s/provider’s account. This field will default to be the same as the check date but may be edited to reflect any delays to ACH processing.Click the Apply Payment Only button, and select OK after reading the warning message displayed.
Select Credit Account (Apply Later) and search for the patient you wish to apply the credit towards.
Review the Account Credit Information message displayed and make any necessary adjustments (e.g., Due To, Memo, Provider, Office).
Click Save .
The Deposit Date field represents the date the check was deposited into the practice’s/provider’s account. This field will default to be the same as the check date but may be edited to reflect any delays to ACH processing.