View Insurance Payments gives you the ability to search for insurance checks and make any changes to a payment, in addition to committing a check so that no further changes can be made.
Select Payment > View.
Fill in the option for Insurance Payment.
In the Search field, enter your search criteria (e.g., check/ref. #, payment amount, etc.).
Optional: Include Additional Options in your search criteria, such as Payer, Received/Check Date, or Type (EOB, Payment).
Click the Search button.
Select the Insurance Payment that meets your criteria.
A Payment from [Insurance] tab will display the payment information at a glance (e.g., check #, $ amount, applied vs. unapplied, etc.)
Click the Edit link to make changes to the payment information
Use the Payment By option to change the payer associated with the payment.
Changing this field will not update the patient's activity. The memo line will need to be manually changed under the Manage Account section.
Use the Payment From field to enter who the payment is from. This can be used for reporting purposes.
Use the Payment Amount field to change the amount of this payment.
Use the Received/Check Date option to change the date when the check was received.
Use the Check/EFT# field to change the check or EFT # associated with the payment.
Use the Other Ref # field to add any other notes or ref, can be used for reporting purposes.
Use the Source option to edit the payment type.
Add or Remove any claims to this payment.
Choose any of the options below to Add payments for:
Claim: Search for any other claim you would like to associate with this EOB.
Account Debit: This will search for debits.
Claims at <PAYER NAME>: This will search for claims that are currently at the payer the EOB is associated with.
Place a check the box in the Remove column to remove them from the EOB payment.
Click on the Payment Line to open the detailed payment information for the selected claim.
Use the Action drop-down menu to select an action for this payment.
Processed: Marks the payment as processed.
Processed and Forwarded: Marks the payment as processed. Also notes that the remaining balance should be forwarded to a Secondary or Tertiary Payer.
Denied: Marks the payment as denied.
Refund / Reversal: Marks the payment as a refund, typically used if the payer requests any payments back.
Reference our Refund / Reversal Help Article for step by step instructions.
Use the TCN drop-down menu to select the submission to a payer.
This controls which payer any Remark, Adjustment Reason or Unpaid Reason codes are from.
Note: If no TCN is found, you will be unable to add remittance information such as Remark, Adjustment, and Unpaid Reason codes.
Use the Claim Status drop-down menu to set the status for any claims associated with this payment.
Please Reference our Claim Status Field Descriptions for more information.
Enter the Allowed, Paid, Adjusted amounts based on your EOB.
Enter any Remark, Adjustment Reason, and Unpaid Reason codes based on your EOB.
Reference our Remittance Codes Actions Help Article for steps on how to automate process based on the code used.
Click Save Payment. Otherwise, click Close.