Apply EOB Payments
Once a private insurance payment has been saved, the Apply button is enabled. Click the Apply button to post EOB payments to claim charge lines.
NOTE: the Apply button is also accessible from the Edit Charge Line window.
Enter filters and click Search.
This page is designed to be able to use with minimal mouse clicks. Take advantage of auto-advance tabbing to tab through the search fields and the Payment Details fields using only the keyboard. After payment details are entered, tab over to the “Save & Next Line” button and select the Enter key on the keyboard to save that payment and advance to the next charge line. When the user has tabbed back to the Client dropdown in the top filters sections, F4 entered on the keyboard opens the Client dropdown to select another client. Tab to advance to the next field.
After all charge line payments have been applied, the system will auto-advance to the next claim. Once all charge line items have been applied for a client, the system auto-advances to the next client.
NOTE: This page shares the same Transaction History page for the selected charge line as is displayed on the Edit Charge Line page.
Enter payment details from EOB. If additional line items are being paid with this EOB, click Post & Next. Otherwise, click Post. The Unapplied Amount will be reduced by the payment applied.
The same Actions available on the Edit Charge Line page are available here, with the addition of:
- Payment Reversal
- Additional Payment
Action: Payment Reversal
Selecting Payment Reversal will allow you to reverse a payment and change the Check Paid Amount. Simply select enter an amount (remember, this payment will automatically be deducted, so do not enter a negative amount) and click Post. The entered amount will then be deducted from the Check Paid Amount.
Once posted, the action will appear in the Transaction History page on the right panel, along with the date of the action and the name of the Staff member who did the action.
Action: Additional Payment
Selecting Additional Payment will allow you to post an additional payment and change the Check Paid Amount. Simply select enter an amount and click Post. The entered amount will then be added to the Check Paid Amount.
Once posted, the action will appear in the Transaction History page on the right panel, along with the date of the action and the name of the Staff member who did the action.
Action: Payment Reversal
Select Payment Reversal to reverse a payment and correct the Check Paid Amount. Enter an amount (remember, this payment will automatically be deducted, so do not enter a negative amount) and click Post. The entered amount will then be deducted from the Check Paid Amount.
Once posted, the action will appear in the Transaction History page on the right panel, along with the date of the action and the name of the Staff member who did the action.
Action: Additional Payment
Select Action Additional Payment to post an additional payment and change the Check Paid Amount. Enter an amount and click Post. The entered amount will then be added to the Check Paid Amount.
Once posted, the action will appear in the Transaction History page on the right panel, along with the date of the action and the name of the Staff member who did the action.