Free Medical Billing. Insurance Payment Posting: The following instructions will help guide you through Insurance Payment Posting Procedures.

Transcription

1

2 : The following instructions will help guide you through Procedures.

3 Click Windows Start Button

4 Click Open Internet Browser

5 Enter

6 Click Login to Your Account

7 Enter Username: Password:

8 Click Posting Button

9 Click Create New Batch

10 Batch Name: Description Should Contain Today s Date and be Descriptive

11 Transaction Date: Enter Transaction Date

12 Select If Applicable Lock Box

13 Click Save Button

14 Existing Batch: If the user wants to open an existing Insurance Payment Posting Batch, continue to following instructions.

15 Select Existing Batch

16 Open Existing Batch Select Applicable Batch

17 Payment Setup Enter Check Number

18 Payment Setup Enter Claim N Number b

19 Payment Setup Click Post Button

20 Select Payment By

21 Select Payment Type

22 Enter Allowed: Payment: User Must use Tab Key to Post Payments:

23 Line Item Posting Adjustment Calculates Automatically

24 Posting Detail Claim Balance Adjustments Payments

25 Adjustment Select Applicable Adjustment Reason

26 Select Applicable Bill Balance To

27 Patient Statement Check Send Monthly Statement

28 Patient Statement Send Monthly Statement Patient Statements Are Generated And Mailed Monthly

29 SAMPLE Patient Statement

30 Patient Statement Check Print Patient Statement

31 Patient Statement Print Patient Statement User Can Print and Mail Patient Statement Between Monthly Patient Statement Cycle

32 Denial Code Select Applicable Denial Code

33 Patient Responsibility Line Item Charge 1 Line Item Charge Item 2

34 Patient Responsibility Enter Patient Responsibility Amount In Dollars & Cents

35 Patient Responsibility Select Deductable Note Type

36 Patient Responsibility Auto Generated Patient Responsibility Note

37 Patient Responsibility Enter Patient Responsibility Amount In Dollars & Cents

38 Patient Responsibility Select Deductable Note Type

39 Patient Responsibility Auto Generated Patient Responsibility Note

40 Click Post To Save and Close

41 Congratulations on completing the Training Session.