Printing a Patient Insurance Balance Payment Receipt

After you apply a patient payment to an insurance balance, you can print a receipt for the patient. The itemized receipt shows the date of service, insurance that was billed, insurance denial reason (if applicable), provider NPI, and the payment method the patient used to pay the balance. CPT codes and diagnosis codes for each line item are also included. This receipt helps patients who use FSA/HSA meet patient reimbursement requirements.

For instructions on how to enter a patient payment to pay an uncovered insurance balance, see Entering Payments for Patient Insurance Balances.

1. On the left side of the Demographics screen, click Material Orders.

2. Click the Transactions tab.

3. In the transactions list, locate the insurance balance payment. It will have Miscellaneous (Rejected Insurance Claim) shown in the Type column.
4. Click the Print icon.

   The receipt opens as a PDF in a new window.

   If the receipt does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
5. Click Print to print the receipt.