Insurance carriers will frequently send you an EOB and payment for multiple claims and patients at once. You can open each patient’s Ledger, open the claim, and enter the payment one by one. Or, you can use the Enter Batch Insurance Payment feature—a great tool to help you efficiently enter insurance payments!
For step-by-step instructions on how to enter a batch insurance check payment, click HERE.
Keep these three extra tips in mind as you enter batch insurance payments:
- To select all of the group plans at once for a specific insurance carrier, click the first alphabetical plan, scroll down to the last plan, and hold down the Shift key while you click the last listed plan, and click OK. That way, you’ll capture all of the group plans that are entered in your database for the same carrier and you’ll be able to see the claims for that insurance company.
- After you’ve finished entering all the payments for the claims associated with insurance check, make sure that you click the Generate Statements button as part of your process for entering batch insurance payments. A billing statement for patients to whom you posted an insurance payment will be created and sent to the Batch Processor. Generating and sending these statements as part of your batch insurance process means that patients are aware of their balances sooner than they would be if you waited to send a statement in your next scheduled billing cycle.
- If you’re interrupted before you finish entering an insurance payment, click Close, and you will be prompted to save your progress for a later time. When you are ready to resume, reopen Enter Batch Insurance Payment from this same workstation, and pick up right where you left off!
- Read Entering Batch Insurance Check Payments for step-by-step instructions to complete the process.