Insurance Payment Entry

• Instructions for entering insurance payments received for claims.

Responsible Party Payment Entry

• How to record payments made by the patient or guarantor.

Insurance Adjustment

• Instructions for entering adjustments from insurance carriers, such as contractual write-offs.

Responsible Party Adjustment

• How to apply adjustments for patient payments, including:

  • Courtesy Write-Offs

  • Small Balance Adjustments

  • Other non-insurance-related credits

ERA (Electronic Remittance Advice) Retrieval

• Instructions for retrieving, reviewing, and posting ERA files.

NSF (Non-Sufficient Funds) Entry

• Steps for handling returned payments due to insufficient funds, and applying necessary adjustments.

Payment Entry – Troubleshooting

• Common errors encountered during payment or adjustment entry and how to resolve them.

Co-Pay Entry

• How to enter patient co-payments, with or without associated charges.

Unapplied Payments

• How to apply previously entered payments that are not yet linked to any specific charge.

Deductible Handling

• Entering zero-dollar checks due to deductibles

• Applying insurance payments where a large portion is allocated to the deductible

Patient Refund

• Instructions for processing and applying a refund back to the patient when necessary.