More Actions in View Payment

Add Documents to an Insurance Payment

Follow the steps below to associate a document to a payment.

  1. Select Payment > View.

  2. Fill in the option for Insurance Payment.

  3. Enter your Search Criteria and click the Search button. 

  4. Select the Insurance Payment that meets your criteria.

  5. On the Payment from [Insurance] tab, click .

  6. In the Documents window, click :

    1. Select Associate Existing and use the folder navigation to locate the existing document(s), click Save.

    2. Or select Upload New to upload a new document from your computer.

      1. Select the Folder to Upload To.

      2. To add more files, click.

      3. To remove any file(s), click.

      4. Once finished adding documents, click .

  7. Click Save.

Additional Payments Actions

  1. Select Payment > View.

  2. Select Insurance Payment.

  3. Enter your Search Criteria and click the Search button. 

  4. Select the check that meets your criteria.

  5. On the Payments from [Insurance] tab, click on the Payment Line to open the detailed payment information for the selected claim.

  6. Click the Actions button

    1. Print Claim After Saving: Prints the selected claim upon saving the payment. 

    2. Create Task: Create a task associated with this claim or payment.

    3. Set All Charges to Paid: Sets all charges status associated with this claim and payment to Paid.  

Claim Payment Options

  1. Select Payment > View.

  2. Fill in the option for Insurance Payment.

  3. Enter your Search Criteria and click the Search button. 

  4. Select the check that meets your criteria.

  5. On the Payments from [Insurance] tab, click on the Payment Line to open the detailed payment information for the selected claim.

  6. Click the Options button

    1. Change Auto Calculation Mode: Auto-calculate the adjustment based on the charge amount.

      1. Calculate adjustment based on the charge amount.

      2. Calculate adjustment based on the starting balance.

      3. Disable adjustment auto-calculation.

    2. Show debits: Show any posted debits associated with this claim payment

Create Tasks for Patient Payments

Follow the steps below to create a task for a patient or insurance payment. 

  1. Select Payment > View.

  2. Select Patient Payment.

  3. Enter your Search Criteria and click the Search button.

  4. Select the Patient Payment that meets your criteria.

  5. On the Payment from [Patient], select a claim you would like to create a task for. 

  6. Click the Create Task button and reference the Create a Task Help Article for more information.