Accept Insurance Payment

  Permissions: You must have Billing Permissions.

1. Locate Client and open Client Profile.
2. Click Ledger in side navigation. 
3. Click Accept Payment button.
   
   
   
4. A list of open Invoices (have a balance) display.
5. Either enter Total Amount at top and then select checkboxes for the Invoices you want to apply the Insurance Payment to.
6. OR select the checkboxes for Invoices you want to apply the payment to and the Total Amount will calculate at the top for you.
   
   
   Notes:
   • The Payment Amount applies to the Insurance Amt Due balances, unless the balance has already been paid (in which case you'll see an amount paid in the Ins Amt Paid column).
   • If you are making a payment that is less than the Insurance Amount Due, type this lesser amount in the Payment field in the far-right column instead of checking the boxes to the left of the service date(s).
   • The Ins Amt Due defaults to the co-pay amount set for the client.
7. Back at the top, ensure that Insurance Payment is selected.
8. Payment Method will default to Insurance, select one of:
   • Insurance
     Enter Date, Payment Number and Notes.
   • Insurance Check
     Enter Date, Payment Number and Notes.
   • Insurance Credit Card
     Enter Credit Card Number and CVV.
     Select Use Card on File to save the card Information for reuse.
     (Regular credit card processing rates apply.)
   • Insurance EFT/ACH
     Enter Date, Payment Number and Notes.
9. Select Insurance provider.
10. Click Save button.
    

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