Posting multiple payments to a claim

Occasionally, insurance carriers will send partial payment for an insurance claim while waiting for more information on certain procedures. In this situation, you can either split the claim or post another payment to the claim. You should post a multiple payment if:

·        The claim is a secondary claim.

·        A payment has previously been attached to the claim.

·        The claim is in history.

Note: This method of handling partial insurance payments will not allow you to track the unpaid procedures.

To post multiple payments to a claim

1.    With a patient selected, from the Ledger transaction log, double-click the claim that you want to post an additional insurance payment to.

The Primary Dental Insurance Claim window appears.

2.   Click Enter Payment, and then click Enter Additional Payment.

The Total Insurance Payment dialog box appears.

Note: Itemize by Procedure is not an option when you are posting an additional payment.

3.   By default, the Date is current date, but you can change the date to reflect the date of the payment, if necessary.

4.   Type the Cheque Number and Bank/Branch Number of the additional payment.

5.   Select the provider the payment is being credited to.

6.   Click Edit.

The Provider Payment dialog box appears.

Note: If the provider to whom you want to credit the payment is not listed, click Add instead of Edit. Select the correct provider.

7.   Type the payment amount in the Amount Paid field.

8.   Click OK.

9.   To post the payment, click OK/Post.

Note: Once you post a payment to a claim, the claim is labeled “Received” and is no longer included in the pending insurance estimates for outstanding claims.