Updating payment tables while posting insurance payments

You can quickly update an insurance plan's payment table while you are posting (or editing) an insurance payment. You can easily save payment information from an explanation of benefits (EOB) without having to leave the patient's ledger and edit the insurance plan's payment table.

Note: Updating payment tables while posting (or editing) insurance payments requires the "Claim Payment Table Updating" security right. However, editing entire payment tables requires the "Manage Payment Tables" security right.

To update a payment table while posting an insurance payment

1. While you are posting an insurance payment, set up the payment options as normal:

   • Enter the Amount of the payment.

   • Select the Method of payment received from the insurance carrier: an electronic insurance payment, an insurance payment by check, or an insurance payment by credit card.

   • Enter payment details, such as the check number.

   • Select the correct Claim.

   • Change any of the following amounts for each procedure as needed: Allowed, Ins Estimate, and/or Applied.

   • If applicable, specify the adjustment details.

2. Click (or tap) Payment Table.

   

   The Payment Table dialog box appears and displays the procedures for the selected claim.

   

   Notes: If a procedure already exists in the payment table, an amount appears in the Current Amount column. A procedure’s Amount corresponds to the Applied amount in the Enter Payment (-) dialog box. If necessary, you can change the amount to match the EOB by clicking in the Amount box and then entering the correct amount.

3. Select the Update checkbox of each procedure whose amount you want to add to or update in the payment table. To quickly select all checkboxes, you can select the checkbox in the column header.

   

   Important: It is important that you only update the payment table when the payment amount applies to all patients covered by that plan. For example, if the estimated insurance portion is different from the payment amount because money is being withheld toward a deductible, do not update the payment table. Similarly, if a patient has exceeded their maximum benefit, do not update the payment table.

4. Click Update Values to update the payment table and close the dialog box.

   You are returned to the Enter Payment (-) dialog box. Also, a green "Saved Payment Table" message appears briefly, indicating that the payment table has been updated.

   

   

5. Set up any other options as needed (such as tags and notes), and then click (or tap) Save.