Posting Insurance Payment by Line Item

Applying payments by line item allows you to have more robust accounting reports.  When posting by line item, you can run reports that provide data on how much you have collected and written off for services and products.

Instructions

Admin

1. Access Admin > General > Practice Preferences > Additional Preferences > Accounting.
2. The setting for "Payment by line item" must be set to Optional or Required.
3. Click 'Save.'
4. Log out and log in to see the changes associated to the setting. 

Accounting

1. Access Accounting > Payments.
2. Ensure the Location field displays the appropriate information, update if needed.
3. Click 'Insurance.' 
4. Select the insurance company.
5. In the Payment Amount field, input the amount from the EOB.
6. In the Payment Method field, select from the dropdown menu.
7. Complete all fields appropriate to your payment.
   • Although not required, if Write-offs are needed for your line items, we recommend selecting a Write-Off and click 'Add.' This action will setup a write-off reason for each line item displayed.
8. In the patient grid, in the Items column, click the link for $0.00 for the first patient.
9. In the Payment Items modal, process the Payment.
   • If a Write-off reason was indicated in step #7, notice a Transfer 1 column is available to enter an amount.
   • If additional Write-offs or Transfer is required, complete the information above the grid.
10. Click 'Save.'
11. Continue processing the EOB for each line item within the grid.
12. When all payments have been completed, click 'Apply Payments.'

Additional Information

• Video - Insurance Payment Line Item Posting