This guide will walk you through the steps to apply insurance adjustments and payments to invoices within the system.
Step 1: Locate the Invoice
Navigate to the invoice requiring insurance payment or adjustment.
Ensure that the
Payment Sourceis set toInsuranceand an appropriate insurance plan is applied.Click the three dots on the right side of the invoice and select
Insurance Payments/Adjustments.
Step 2: Enter Required Payment Information
Complete all required fields marked with an asterisk (*):
Date of Payment
Insurer Name
Payment Method
Step 3: Posting Insurance Payments
Option A: Post Payment Per Line Item
Ensure the Post Payment Per Line Item option is selected.
Review the displayed line items, which will display a breakdown between patient and insurance responsibilities.
For each line applicable item, be sure to input the following amounts:
Insurance Payment Amount
Insurance Adjustment
To calculate remaining patient responsibility:
Click the wrench icon next to the line item.
The system will automatically calculate the balance which will appear in the
Patient Responsibilitysection.The red dot will turn green, indicating the line item is balanced.
Once all of the information is correctly filled out, you can select
Submitto add the payments and adjustments to the invoice.
Option B: Post Bulk Payment
Deselect Post Payment Per Line Item to switch to bulk payments.
Enter the Bulk Payment Amount (e.g., $4000) and the Adjustment Amount (e.g., $1000).
Select the Adjustment Type (e.g., "Insurance Contractual").
(Optional) Check Assign Remaining Amount to Patient Responsibility to allocate any remaining balance.
Complete all required fields and click Submit.
Step 4: Review the Invoice
Click the chevron icon next to the invoice to expand details.
Navigate through the different tabs to verify:
Payments: Matches the amount entered (e.g., $4000).
Adjustments: Reflects the correct adjustment (e.g., $1000).
If you hover over the remaining balance, it will show you a breakdown between remaining patient and insurance responsibility as seen below:
Step 5: Making Corrections
If errors are identified:
Open the invoice.
Navigate to the Payments or Adjustments section.
Use the pencil icon to edit entries or the trash can icon to delete them.
Re-enter the correct information as needed.
Need Help?
If you have further questions or need assistance, please reach out to our support team. We're here to help!