Entering Payments and Adjustments

How do I track claim payments?

Entering Standard Payments

1.  Select the claim for entering payments from ‘Claim Archives’ or by clicking on a ‘Charges’ tab.

2.  Click in the ‘Applied Amount’ box on the service line for which you want to enter a payment. This will bring up the ‘Payment’ dialog box.

3.  Enter Payment information. Entering Date and/or Reference are optional.

4.  Click on ‘Next Service Line’ button or ‘Enter’ to enter data for additional service lines.

5.  The total amount paid on each claim will be entered into the ‘Applied Amount’ box on the service line.

 

To go directly to the Patient Statement’s report, click on the ‘Reports’ button, top right, on the Charges screen. Select Statement from report list. You may also access the Patient Statements by going to File on the menu bar and selecting Reports.

Entering Other Payments

If you need to enter other payments that do not ‘fit’ in the standard payments screen, you can enter additional line items on the original claim and use a custom procedure code to designate what type of payment it is.  For example, if you need to enter a payment from the secondary insurance, you can enter the date the payment was received, a procedure code of SECPAY, leave the charges zero then enter the payment amount in the payments screen.  When a patient statement is printed, it will show secondary payment and a description (if the SECPAY code is entered into the code library).