Automatically Apply an Insurance Payment

Selecting this option will allow you to automatically distribute the payment towards charges that have a balance set to "Due Insurance" or "Due Patient".

  1. Select Payment > Post.

  2. Fill in the option for Insurance Payment.

  3. Click on 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” 

  4. Note: You can search Name, DOB, Account #, Member ID, Claim ID, or TCN # to “Find by Claim.”

  1. Enter the check information (e.g., Payment Amount, Received/Check Date, Check/EFT#, Other Ref#, and Source).

  2. Click the Apply Payment Only button and select OK after reading the warning message displayed.

  3. Select Apply Automatically and when the drop-down menu is displayed, select one of the following options:

    • Apply charges to DUE INSURANCE starting with the oldest: Selecting this option will apply the payment to the oldest charges that are set to “Due Insurance” or "Pending Payer".

    • Apply charges to DUE PATIENT starting with the oldest: Selecting this option will apply the payment to the oldest charges that are set to “Balance Due Patient” or "Pending Patient".

      Place a check in the  “Show a preview” checkbox to see a preview of how your payment will be applied.

  1. Search for the patient you wish to apply the payment towards.

  2. Optional: Apply any additional actions (e.g., apply discount, apply credit adjustment, apply debit adjustments, apply account credit, add info line).

  3. Click the Save Payment button.