How do I process an Insurance Payment?
Posted by Claude Arnaud Lavaud on 26 Jun 2015 02:57 PM
The Batch Payments feature can be used to faciliate Insurance Payments.
1. File > Batch > Payments
2. use the criteria on the left hand side to search for the orders to apply the payment to
a. Confirm the Payment Type selected is "Insurance"
3. Enter the check information in the "Payment Details" section
4. Allocate the payment amount to each order in the grid for the insurance payment
a. The total allocated amount should equal the total payment amount entered in Step 3
b. an EOB can be referenced for balance transfers and write-offs
5. Click on the "Apply" button at the bottom left of the screen to process the payment
Payment Method, Payment Date, Check Number, Insurance, Note, and Location are the only records that can be modified once a batch has been processed.