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Receiving New Payments

This section tells you how to receive new payments, including how:

For information on processing electronic remittance payments, go to Processing and Posting Electronic Remittance Payments (ERA)

To receive new carrier payments

  1. From Claims Management, click Process Payments and select Carrier Payment.
  2. Click + New Payments.
  3. From the Carrier drop-down list, select the carrier.

    If the carrier you need is not listed, click Show all, and then check the drop-down list again.

  4. In the Reference Number text box, enter the check number or other ID shown on the insurance EOB.
  5. In the Payment Date text box, enter or select the payment date.
  6. In the Deposit Date text box, enter or select the deposit date.
  7. In the Payment Amount text box, enter the check amount.
  8. From the Payment Type drop-down list, select the payment type.
  9. Enter Sections, if applicable.
  10. Click Save.
  11. The Carrier Payments screen opens.
  12. Post the check to one or more claims.

    For more information, go to Posting Payments to Claims.

  13. View and edit check details, if needed.

    For more information, go to Editing Claim Details for Carrier and Patient Payments.

  14. After posting the check to the appropriate claims, commit the check.

    For more information, go to Committing Payments.

To receive new patient payments

Patient payments recorded in the Claims Management Patient Payments screen are not reflected in Daily Closing or on reports in Front Office. To track these payments, use the Billing Payment by Transaction Date report.
  1. From Claims Management, click Process Payments and select Patient Payment.
  2. Click + New Payment.
  3. In the Claim Number text box, enter the claim number that the payment is for.
  4. In the Reference Number text box, enter the check number or other ID shown on the insurance EOB.
  5. In the Payment Date text box, enter or select the payment date.
  6. In the Deposit Date text box, enter or select the deposit date.
  7. In the Payment Amount text box, enter the payment amount.
  8. From the Payment Type drop-down list select the payment type.
  9. Click Save.

    The Patient Payments screen opens.

  10. Post the check to one or more claims.

    For more information on posting a check to claims, go to Posting Payments to Claims.

  11. View and edit check details, if needed.

    For more information on viewing and editing check details, go to Editing Claim Details for Carrier and Patient Payments.

  12. After posting the check to the appropriate claims, commit the check.

    For more information on committing payments, go to Committing Payments.