Batch insurance payment entry is useful when there are many claims on a single EOB or when multiple people enter payments at the same time. There are two ways to enter batch payments.

• In the Manage Module, Batch Ins, create the payment, then receive and attach claims.
• In the Billing Module, receive the claim (see Receive Claim). Then in the Manage Module click Batch Ins to create the payment and attach the claims.

Supplemental payment amounts can only be received in the Billing Module. See Supplemental Insurance Payments. Once received, it can be attached to a batch payment.

To finalize a single claim payment, see Finalize Insurance Payment.

Create the Payment and Attach Claims

1. In the Manage Module, click Batch Ins.
   

   Payments already entered are listed. If a payment has only been partially entered, an X shows in the Partial column. Simply double click a payment to continue. If the EOB has been scanned, an X shows in the Scanned column.

   To filter the list of payments, select criteria at the top, then click Refresh.

   • From/To Date: Filter by payment date. The default range is the last 10 days.
   • Clinic: If using Clinics, filter by payment clinic.
   • Payment Group: Filter by claim payment group.
2. Click Add to create a new payment.
   
3. Enter the payment information.
   • Clinic: Select the clinic.
   • Payment Type: Customize options in Definitions: Insurance Payment Types.
   • Payment Group: Typically used to group payments when multiple people are entering payments at once. Customize options in Definitions: Claim Payment Groups.
   • Payment Date: Defaults to today's date.
   • Issue Date: Optional.
   • Amount: The total amount of the payment.
   • Check# and Bank-Branch: Optional, but useful for reporting.
   • Carrier Name: Click Pick to select from the Carriers, or type a name.
   • Note: A general note.
   • Prepaid Credit Cards: Click a button to process payments via a virtual credit card. Buttons are only visible if XCharge (OpenEdge) or PayConnect is enabled. When the transaction is complete, the Edit Insurance Payment window will still be open and transaction details will show in the Note.
4. Click OK to save details and proceed.
   

   Payment Details: Information entered on the previous window. Click Edit to change.

   All Outstanding Claims: All claims with a sent status for the insurance carrier.

   • Claims are sorted first by carrier, then by patient.
   • Claims that haven't been received will have a payment of 0. If there is a payment amount, the claim has been received but not attached to a payment.
   • Carrier: Filter outstanding claim by a different carrier. Enter the name in the Carrier field and click Refresh. If you think you are missing a claim, search for a similar carrier (e.g. if BCBS, search for Blue Cross or similar).
   • Name: Filter outstanding claims by patient name. Enter either the patient's first or last name in the Name field and click Refresh.
   • ClaimID: Filter the outstanding claims by ClaimID. If known, enter the claimID and click Refresh.
5. If needed, attach claims that haven't been received:
   1. Double click on the claim to open the Edit Claim window.
   2. Receive the claim by procedure or by total amount.
   3. Click OK on the Edit Claim window. The claim will automatically move to the Attached to this Payment grid and the Total Payment amount will auto-calculate.

   If a claim is already received, simply highlight the claim, then click Attach.

   Note:

   • Right click, then click Go To to quickly jump to the Billing Module with that specific claim highlighted.
   • To sort claims in the Attached to this Payment grid (e.g in the order of the EOB), click the Up/Down arrows on the far left. By default claims are sorted in the order the claims were entered.
   • Click Attach/Detach to add or remove claims from the Attached to this Payment grid.
6. Click View to scan EOBs. See Scan EOB.
7. When the correct claims are attached, and the payment Amount and Total Payments match, click Close.
   

   If payment amounts don't match, then clicking Close marks the batch payment as partial. Simply double click a partial batch payment to continue. When payment amounts match, clicking Close locks the payment. To make changes, you must delete the batch payment and reenter.

   Batch insurance payments can be accessed from the Batch Insurance window, or viewed by claim via the Billing Module (Edit Claim window).

Questions & Answers

What if I cannot enter (receive) all of the claims that make up my bulk check/payments and I need to leave for the day?

Do not finalize the payment until you finish receiving all the claims. This way all claim payments will have the same payment date.

We have multiple people entering payments. How can we make sure the payments balance?

Assign payment groups to each payment. This will group payments together. Then run the Daily Payments Report by payment group.