Where do I find the list of all unapplied patient payments and how do I apply them to the proper claims?
This help document will walk you through the necessary steps to locate your Unapplied Patient and Insurance payments, as well as how to properly apply them to outstanding claims.
Billing
To locate a list of all Unapplied Patient Payments, go to:
- Billing
- Payments
- View Unapplied Patient Payments
Payments Overview
The Payments Overview screen will give you a list of all the Unapplied Patient Payments in your system. In order to properly apply these patient payments to outstanding claims, follow these steps:
Click on the Payment ID to the left of the patient payment you want to apply/record.
Applying Payment to Outstanding Claims
From the Payment Details screen, you want to scroll down and locate the correct claim associated with the unapplied payment (usually the DOS match up).
Once you have located the correct claim, click on the Claim ID # on the left hand side, this will open up the Claim Details section and allow you to apply the payment.
Claim Details
From the Claim Details screen you will be able to enter the unapplied patient payment amount, and click on Post Payment.
The payment will then be applied to the outstanding claim, and when the ERA/EOB is posted, the insurance payment/adjustment will then be applied to the claim as well and Accounts Receivable for both Patient and Insurance will be updated accordingly.
You can also apply outstanding patient payments to claims at the time of claim creation.