Adding an Insurance Payment

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Description

This quick guide outlines the steps required to add an insurance payment to an invoice.

Contents

The following topics are covered in this quick guide:

• Section 1 - Accessing the Add Insurance Payment Page
• Section 2 - Adding the Insurance Payment

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Section 1 - Accessing the Add Insurance Payment Page

1. With the correct patient at the top of the Sidekick, click Billing.

   

2. The Billing module is displayed.

   

3. There are three unique options available to access the Add Insurance Payment page: 
    

   Option 1 - Using the Add Account Payment Drop-Down Menu

   Important note: The Account Payment option should be used when there is more than one invoice within the account that is included in the insurance payment. Click Adding an Account Payment to learn more.

   1. Click the Add Account payment drop-down menu, then select Insurance account payment.

      

   2. The Add Insurance Account Payment page is displayed.

      

   Option 2 - Clicking the Invoice Insurance Estimate Box

   1. In the billing ledger, click the insurance estimate box.

      

   2. The Add Insurance page is displayed.

      

   Option 3 - Using the Invoice Menu

   1. In the billing ledger, click the More options menu for the applicable invoice, or right click the invoice. Click Add insurance payment.

      

   2. The Add Insurance Payment page is displayed.

      

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Section 2 - Adding the Insurance Payment

1. In the Add insurance payment page, the Date field will be set for the current date. This can be edited if needed.

   Note: A payment date cannot be dated to a day that is prior to the invoice date.

   

2. The Payment from field is set to the patient's primary insurance and plan.

   

3. If the patient has more than one insurance policy, click the Payment from drop-down menu, then select the applicable insurance company.

   

4. The Payment type field is set to Insurance check by default. If the payment comes from a different type, click the Payment type field.

   

5. In the payment type dropdown menu, click to select the correct payment type.

   

6. If the Payment type field is set to Insurance check, the next field will be Check number. If another payment type is selected, this field will not display. As applicable, click the Check number field, and type the correct check number.

   

7. The Payment amount field will be set to the same total as the insurance estimate box on the invoice. This total will also display in the upper right corner as the Insurance balance.

   

8. If the insurance has paid a different amount on any of the procedures on this invoice, click the Payment amount field, and enter the correct total.

   Note: The payment amount by line item will equal the insurance estimate calculated by the insurance policy and plan coverage setup.

   

9. If any of these amounts are different from what the insurance paid by line item, click the line item Payment Amount field, and type the correct total. Each line item amount must enter what was paid according to the Explanation of Benefits (EOB).

   Note: The amount entered in the Payment amount field at the top of the page will distribute by line item from top to bottom to match the line item estimate.

   

10. If the (EOB) indicates that the deductible was applied to a procedure, click the Apply deductible button.

    

11. In the Apply deductible dialog box, click the Applied deductible amount field for the correct procedure, and type the amount that was applied.

    

12. If any of the line item payment amounts should be added to the payment table, click Update payment table.

    

13. Click the Add button to add the insurance payment to the patient's account.