Applying a Payment to Claims from an Insurer

When you receive a payment from an insurer, you can either apply it directly to claims or add it as a credit to be used for future claims.

Applying Payments to Claims from Insurers

You have the option to apply a payment to an individual claim or process a bulk payment across multiple claims.

1. Click on Billing (top left header).
2. Click on Insurer Payments.
3. Click on the Received Payment button.
4. Fill out the form that appears.
5. Choose to either Issue to Claims or Add to Credit (select "Add to Credit" if you plan to apply the payment to claims at a later date).
6. If you select Issue to Claims, you can search by claim number or patient or directly select the claims you want to apply the payment to (you can click the down arrow to reveal more claim details).
7. Enter the necessary information and complete the payment to the claim.

Important Note: Claims are associated with invoices. If you need to mark a claim as paid, you must do so through the Insurer Payment section. Simply applying a payment to an invoice will not mark the claim as paid.

If a patient is responsible for a portion of an insured invoice (such as a co-pay), you will need to apply the payment via the invoice, and the transaction will be recorded as TRN-123123 (for example).

When a payment is applied to a claim, it will appear on the invoice as TRN-565565, accompanied by a shield icon indicating it as an insurer payment.