Posting Payment Actions

Claim Payment actions include options like applying discounts, memo lines, and credit or debit adjustments when posting payments.


Who can use this feature?

Users with the Insurance Payment permission.

Users with the Debit/Credit permission. 


Apply a Discount while Posting a Payment

Claim Payment actions include options like applying discounts, memo lines, and credit or debit adjustments when posting payments.

Who can use this feature? 

  • Users with the Insurance Payment permission.

  • Users with the Debit/Credit permission.

Apply Discount is used to process discount such as a percentage discount, a discount applied to a specific service, etc. For more information on debit codes see the Adjustment Codes Help Page.

Follow the steps below to apply a discount while posting a Patient or an Insurance 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 Apply Discount button at the bottom of the screen.

  4.  Click the  icon to select the discount code.

  5. Enter the Discount % and Min. Charge Amount or Check the Discount charge balance to $0.00 to discount the whole balance.

  6. Enter the Received date.

  7. Type a Memo and/or a Credit Memo.

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



Apply a Credit Adjustment while Posting a Payment

Apply Credit Adjustment is used to process credit adjustments such as write-offs, professional courtesy adjustments, etc. For more information on debit codes see the Adjustment Codes Help Page.

Follow the steps below to apply a credit adjustment 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 Apply Credit Adjustment button at the bottom of the screen.

  4. Fill in the option to specify this as a Patient or an Insurance credit adjustment

  5. Click the  icon to select the credit code.

  6. Enter the Credit Amount.

  7. Enter the Received date.

  8. Type a Memo.

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

Apply a Debit Adjustment while Posting a Payment

Apply Debit Adjustment is used to process debit adjustments such as balance transfers, no show fees, etc. For more information on debit codes see the Adjustment Codes Help Page.

Follow the steps below to apply a debit adjustment 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 Apply Debit Adjustment button at the bottom of the screen.

  4. Click the  icon to select the debit code.

  5. Enter the Debit Amount.

  6. Enter the Debit Date.

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


Apply an Account Credit while Posting a Payment

Apply Account Credit is used to apply an account credit towards a specific line item. This  action can only be used when the patient has an account credit due to them.

Follow the steps below to apply an account credit 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 Apply Account Credit button at the bottom of the screen.

  4. Use the Source drop-down menu to select where the credit(s) should come from.

  5. Use the Provider drop-down menu to select which provider the transfer should be reported for.

  6. Click the  icon to select the debit code.

  7. Enter the Credit  Amount.

  8. Type a Memo.

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


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.