Sometimes a payor includes multiple claims on an explanation of benefits (EOB) and sends you one payment to cover those claims. You can split an insurance payment between multiple claims by entering a bulk insurance payment and then applying part of that payment to each claim without having to open each patient's record individually to post a payment.
You can create bulk insurance payments according to your security rights for the Ledger.
The creation of a bulk insurance payment appears in the audit log.
To enter a bulk insurance payment
On the Home menu, under Insurance, click (or tap) Bulk Insurance Payments.
The Bulk Insurance Payments page opens.
Click (or tap) Create New Bulk Payment.
The Create New Bulk Insurance Payment dialog box appears.
On the Payment Information tab, set up all the following options:
Carrier name - The carrier that the payment is coming from. Begin typing the name of the carrier that the payment is from, continue typing to narrow the results list as needed, and then select the correct carrier.
Payment date - The date of the payment. According to your organization's policy, this date may be the date that the check was issued, deposited, or recorded; or in the case of an electronic funds transfer (EFT), this date may be the date that the funds were authorized, transferred, or recorded.
Amount - The payment amount.
Payment type - Whether the payment is from a check or an EFT.
Check # / Reference # - Depending on the selected payment type, the check number or the EFT reference number.
Bank/Branch # - For a check, your office's bank account number.
Click (or tap) Next, or select the Select Claims tab.
The Select Claims tab lists outstanding claims for the selected carrier.
On the Select Claims tab, select the check boxes of the claims that this payment applies to.
Click (or tap) Next, or select the Summary tab.
The Summary tab lists the selected claims.
Click (or tap) Create.
The new payment appears on the Bulk Payments in Progress panel of the Bulk Insurance Payments page.
You can now apply portions of the payment to the selected claims.