When you post medical insurance payments, you can either post the total payment amount or itemize the payment. If the insurance carrier does not provide you with an Explanation of Benefits (EOB) that shows itemized payment amounts for each procedure, you must post a total payment.
Using the Itemize by Procedure option you can enter the payment amount for each procedure attached to the claim. As a result, when you itemize payments you can keep track of what insurance companies actually pay per procedure. Being able to accurately estimate how much an insurance company will pay for a procedure is extremely important when you present recommended treatment with insurance estimates to a patient and collect payment after treatment.
To post a medical insurance payment
1. With a patient selected in the Ledger, in the Ledger transaction log, double-click the claim that you want to enter a payment for.
Note: For information on how to create a medical insurance claim, click Creating primary medical claims.
The Primary Medical Insurance Claim window appears.
Note: For new offices, if you did not create the claim that you are posting payment for using Dentrix, you should post the insurance payment as a guarantor payment. You can add a payment type called "Insurance Payment" to distinguish these payments from patient payments. For more information on posting a guarantor payment, click Posting payments.
2. In the Enter Payment menu, click Total Payment Only.
The Total Medical Insurance Payment dialog box appears.
3. Use the following options to enter a payment:
· Payment Type - Select a type from the list:
· Check Payment - Select if the payment was made by check.
· Electronic Payment - Select if the payment was electronic.
· Credit Card Payment - Select if the payment was made by credit card, type the last 4 digits of the credit card number and a description of up to 20 characters (credit card type, insurer's name, or any other description to help you remember) in the corresponding fields.
· Check # - Type the check number of the insurance payment. You can enter up to 20 characters.
· Bank/Branch # - Type the bank or branch number of the insurance payment. This number prints on the Dentrix Deposit Slip.
4. Under Provider Amounts, select the entry from the list that you are applying the payment to, and then do one of the following:
· Add - Click to add a second provider.
· Edit - Click to edit the amount paid the provider.
· Re-apply Amt Paid using FIFO - Click to re-apply the amount of the total payment to the oldest balances first and then to more recent balances.
5. If necessary, create an adjustment to offset a remaining balance.
6. To include the payment on a dental claim, select Include Payment on Dental Claims.
7. Click OK/Post.