Applying Insurance Payments

Complete this task to apply an insurance payment. You can apply a payment to a new payment batch or add a payment to an existing payment batch.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the Payment Batch / Payment Batch Information tab, click Create Ins (or press Alt + I). The Payment: New (Insurance) page opens.
2	If applicable, open the Image Set drop down list and select the image set that contains the images to be attached to this payment.
3	Open the Transaction Type drop down list and select the type of transaction used for this payment, e.g., check, credit card, EFT.
4	Enter the check number on the check issued by the payer in the Number field.
5	Enter the total amount of the check in the Amount field.
6	Enter or select the date of the check in the Date field.
7	Enter or select the date to use as the Accounting Date for the payment.	If your practice is configured for accounting dates, the Accounting Date option is shown. If your practice is not configured for accounting dates, the Accounting Date option is not available.
8	Open the Payer drop down list and select the payer who issued the check.
9	Open the Plan drop down list and select the plan that belongs to the selected payer.	This field is dynamic and the drop down options will update based on the payer selected.
10	(Optional) Transfer funds to Suspense or Miscellaneous Income.
11	(Optional) Recoup any funds from other payments.
12	Click Add Next (or press Alt + N). The Distribution [ID] page opens.
13	Add service line distributions on a claim to which the payment is being applied.
14	When you are finished, click Save (or press Alt + S).