QDPM-Manual Insurance Payments
Manual Insurance Payment Posting
Payment posting can be accessed from a variety of places. Attach to a Reference Batch prior to posting! Use one receipt to post the entire check amount to as many encounters as need be.Create a receipt by either of the following methods
- Go box short cut > NR
- Payments from the side bar > [Post Payment]
- 'Post Payment' from the Patient Dashboard
Look to the EOB, the payment is for Encounter 23013. In the ‘Patient ID’ field type ‘e23013’ to go directly to this Encounter to post the payment, or search for the patient listed to choose from all Encounters for the patient.
Tab through the fields and enter the values from the EOB, hit F2 to save the payment on this receipt.
Insurance Payment Field by Field Details
- Dropdown ‘Post as Insurance’- auto populated with Insurance on the Receipt, if the Insurance policy on the encounter is different - use this dropdown to choose it.
- Post As Responsibility > rare instances when a secondary claim is remitted as a primary
- Above the DOS we calculate the allowed, paid etc for the claim
- Allowed= allowed on EOB, Paid – paid amount, CO45= auto-calculated, Copay- PR3 (patient responsibility), Deductible –PR1, Coinsurance-PR2
- Undistributed – displays if the lines are not yet posted or posted incorrectly
- All Distributed – displays if the line is correctly posted
- Other Code field allows for posting of other codes, not listed, ie: CO223, PR127 use the plus sign if you have more than one additional code to key in
- Other Amount is used for the $ amount of the code you just typed in
- Note’ section is for interoffice communication, it can display on Patient Ledger report
- Balance to- Dropdown moves the balance to the next party in Insurance Management or ‘Leave Balance’ with the current party
- To Worklist- user may send encounter to a custom worklist for review