Patient and Insurance Payment Entry
Within this Practice Management system we have multiple screens to post Insurance and Patient Payments. You can post Patient Payments in the Appointment Scheduler, Check out screen, Transaction Entry screen, Responsible Party Tab, and Quick Charge Entry. Insurance payments can be posted using the Transaction Entry Screen, Quick Pay, and Electronic Remittance Advice (ERA) screen.
In this training we will show you how to post payments in the Transaction Payment Entry Screen.
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We first need to indicate the payment source by selecting Insurance or Patient payment. Next select the payment code, enter the payment amount and how the money was received: check, cash, Credit Card or other. Now select the patients visit # / Date of Service.
This Practice Management software system that we demonstrate with requires us to post payments towards each individual procedure code in a visit. |
Posting payments and denials to each line item is extremely helpful when you have to account for what the insurance carrier paid on vs. denied. It's not uncommon for a insurance carrier to pay on one procedure code while deny another procedure code. Tracking payments be line item is a helpful tool in reporting, denial tracking, and patient communication.
To learn more about posting Patient and Insurance Payments please Watch our FREE Medical training video series.
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