Posting insurance payments

You have several options for posting or adjusting insurance payments. To learn more click the following links:

·        Offsetting remaining balances

·        Itemizing insurance payments

·        Entering batch insurance payments

·        Entering payments for claims not created in Easy Dental

To post an insurance payment

1.   Select the patient you want to create an insurance payment for.

2.   In the Accounts transaction log, double-click the insurance claim that you want to enter a payment for.  

The Primary or Secondary Insurance Claim window appears.

 

3.   In the toolbar, click Enter Payment, and then click Total Payment Only.

The Total Insurance Payment dialog box appears.

 

4.   Under Edit Insurance Payment, type the Check # of the insurance payment.

This information appears on deposit slips.

5.   Under Deductible Applied For Claim, type the amount applied to the patient’s deductible.

Note: The amount applied to the deductible appears in the Explanation of Benefits (EOB).

6.   If you did not itemize payments or need to change the Total Amount Paid, under Provider Amounts, do one of the following:

·        Double-click the provider who should receive the payment.

The Provider Payment dialog box appears.

·        Type the amount paid.

·        Click OK.

·        Click Add to enter a payment for a different provider.

The Provider Payment dialog box appears.

·        Click the Provider search button, select the appropriate provider from the Select Provider dialog box, and click OK.

·        Type the amount paid, and click OK.

7.   Click OK/Post in the Total Insurance Payment dialog box.