Description
This quick guide outlines the steps required to create a process for applying a bulk insurance payment using a virtual credit card.
Steps
There are two options for accomplishing this task in Curve:
- Option 1 - Processes the payment online through the office's merchant services portal but does not provide an option for reconciling the payment in reports
- Option 2 - Processes the payment in Curve, distributes the payment to individual patient accounts, and reconciles the payments in reports
Option 1 - Process the Payment through the Merchant Services Portal
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In the Sidekick, click the More menu, then click Administration.
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In the Administration menu, within the Billing Management drop-down list, select Payment Types.
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Within the Payment Types window, click Add payment type and add the following payment type: Insurance Virtual Credit Card - Bulk.
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If the office is using Bluefin or Global Payments, log on to the merchant services portal and process the virtual card online.
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If the office is not using Bluefin or Global Payments, enter the card number, expiration date and CVV through the credit card terminal in the office.
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In the Sidekick, click Billing to open the Billing Module and begin applying payments into individual patient invoices using the details in the EOB from the insurance company.
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In each invoice, enter the insurance payments using Insurance Virtual Credit Card - Bulk as the payment type.
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To reconcile the payments entered in the patient invoices with the amount of the credit card transaction that was entered through the credit card terminal or through the online credit card portal, in the Sidekick, click the More menu, then click Reports to open the Reports module.
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In the Reports menu, within the Financial category, click Bank Deposit.
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In the Bank Deposit report, click the Payment Types filter and select Insurance Virtual Credit Card - Bulk.
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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.
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Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.
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