Posting insurance payments with interest

You can post an insurance payment that includes interest.

To post an insurance payment with interest

  1. Post a $0 insurance payment that includes write-offs, select the Additional payment(s) expected later from insurance checkbox, and then click (or tap) Save.

    Note: If a payment is already posted, you only need to edit that payment by selecting the Additional payment(s) expected later from insurance checkbox.

  2. Post a second insurance payment for the full amount of the check or EFT, apply the payment to the procedures, select Offsetting (+) from the Insurance Adjustment list to handle the remaining amount as a refund, select Ins Charge Offsetting Adjustment from the Adjustment Type list so the refund will show as a collection for the office, and then click (or tap) Save.