Shortcut for Posting Insurance Payments for a Specific Patient

Processing insurance payments allows the user to search by insurance company. A list of all authorized and active invoices displays for the selected insurance company. If your office has a high volume of insurance invoices, an option is available to "Use manually selected invoices." 

Instructions

1. Access Accounting > Invoices. 
2. In the Status field, select Active.
3. In the Approval field, click 'Authorized.'
4. Beside "Receive payment for," click 'Insurance.'
5. In the Select Payer screen, click the checkbox for "Use manually selected invoices." See Example
6. Select the appropriate insurance company.
7. In the Select Invoices modal, input search criteria for the specific patient and click 'Search.'
8. Click the checkbox beside the invoice(s).
9. Click 'Select.' Note: The Select button displays the number of invoices that has been checked.
10. Click 'Close.'
11. Complete your normal posting procedures.