Editing bulk insurance payments

You can edit the details of a bulk insurance payment as needed.

Notes:

• You can edit bulk insurance payments according to your security rights for the Ledger.

• A change to a bulk insurance payment appears in the audit log.

To edit a bulk insurance payment

1. On the Home menu, under Insurance, click (or tap) Bulk/ERA Insurance Payments.

   The Bulk/ERA Insurance Payments page opens. The Bulk Payments tab is selected by default.

   

2. On the left panel, select a bulk insurance payment.

   The claims that the bulk insurance payment applies to appear.

   

3. Click (or tap) Edit Bulk Payment.

   The Edit Bulk Insurance Payment dialog box appears.

   

4. On the Payment Information tab, change any of the following options as needed:

   • Carrier name - You cannot change the carrier.

   • Payment date - The date of the payment. According to your organization's policy, this date may be the date that the check was issued, deposited, or recorded; or in the case of an electronic funds transfer (EFT), this date may be the date that the funds were authorized, transferred, or recorded.

   • Amount - The payment amount.

   • Payment type - You cannot change the payment type.

   • Check # / Reference # / Transaction ID - Depending on the selected payment type, the check number, the EFT reference number, or the credit card transaction ID.

   • Bank/Branch # - For a check, your office's bank account number.

5. Click (or tap) Next, or select the Select Claims tab.

   The Select Claims tab lists outstanding claims for the selected carrier.

   

   Note: If you have already posted claim payments for this bulk insurance payment, the paid claims have green check mark symbols (instead of checkboxes) to indicate that those claims have been paid.

   

6. On the Select Claims tab, select the checkboxes of any additional claims that this payment applies to, and/or clear the checkboxes of those that it does not apply to.

   Tips:

   • To help you locate a claim quickly, you can use the Search box. Enter the name of a patient or subscriber, an insurance plan name, or a billed amount, and the claims that match your search criteria are listed.

   • For each claim, the patient name, date of service, subscriber, insurance plan name, and amount billed appear for your reference to help you identify the correct claims.

   • You can sort the list by clicking (or tapping) any column header.

   • You can select up to 1000 claims for the bulk payment.

7. Click (or tap) Next, or select the Summary tab.

   The Summary tab lists the selected claims.

   

8. Click (or tap) Save.