View Payments and How to Post Payments

 

This section will show you how to view all of our payments by insurance or patient.

Where can the patient's payments be viewed?

To view payments applied to a patient’s account, go to the “Billing” tab at the top.

Choose “Payments” from the drop down.

Payments can be viewed according to:

• Insurance
• Patient
• Day

How do I post payments (patient payments, EOBs, etc.)?

There are times when payments come in by check (EOBs) or by cash/credit card / personal check (patient payments). These payments need to be applied to the patient balance in the system so that all accounts are reconciled properly.

This help document will show you how to apply payments such as EOB’s and patient payments.

 

Post a Patient Payment - Amount Collected

Payment posting is the process of entering the payment into the system. After the payment is posted, the funds can be applied to charges on the patient’s ledger.

To post a patient payment through Amount Collected follow these steps:

1. Click Post Payment under Statement section of the patient’s chart.

 

2. Select Batch (optional). If the batch has a location and/or deposit date, they will be used to populate those fields.

Note: The batch’s location and deposit date overwrite anything that is currently in the Location and Deposit Date fields.

3. Select Location and Provider (optional).

4. Enter Deposit Date (optional). This defaults to today’s date and is used for payment search criteria and for deposit date custom reporting.

5. Enter the Amount Collected

Note: Disperse the amount collected to the applicable fields, e.g., Co-pay, Self-pay, Outstanding Balance, etc.

6. Add notes, as needed.

7. Click Post Payment.

 

Payment Type

Offline Payments is used for posting payments collected outside of the In Touch Biller Pro system. Offline payments include cash or check payments, and credit card payments collected via a third-party system.

1. Select the type of payment: Cash, Check, or Credit Card.
2. If Check or Credit Card is selected, enter the check number or credit card authorization number in the box next to the drop-down menu.

 

Online Payments is used for posting payments collected using the Healhtfusion’s integrated credit card processing service. Please contact your Account Manager regarding integrated credit card processing service.

Select the mode of processing:

1. Credit Card Swipe uses a USB card reader to record the card information for processing.
2. Use Card on File allows you to use a previously saved card for processing.
3. Enter a New Card allows you to enter new card information for processing.

Note:
If using a credit card swipe reader, select Credit Card Swipe and then swipe the card.
To save the card for future use, select Save Card on File.
To select from saved cards, select Use Card on File and select a card from the menu.

 

Post Insurance Payments

This lesson explains the steps involved in manually posting an insurance payment.

Follow these steps whenever a paper check is received from an insurance company:

Hover over (1) Billing, select (2) Payments, and then click (3) Post an Insurance Payment

 

 

1. Select Batch (optional).

If the batch has a location and/or deposit date, they will be used to populate those fields. Note: The batch’s location and deposit date overwrite anything that is currently in the Location and Deposit Date fields.

2. Select Location and Provider (optional).

3. Enter Deposit Date (optional).

This defaults to today’s date and is used for payment search criteria and for deposit date custom reporting.

4. Select Type, Payer, and Method.

5. Enter Check/EFT #, Check Date, and Amount.

6. Enter Payment Level Adjustments (optional):

Increase or decrease the paid amount at the check level.
This option is used to change the unapplied balance.
A negative adjustment decreases the balance (e.g., interest owed), while a positive adjustment increases the balance (e.g., overpayment recovery).

7. Click Post Payment.

 

Posting a Payment (EOB/ERA) Level Adjustment

Review the process of posting a “Payment (EOB/ERA) Level Adjustment.” These adjustments appear on the first page of an EOB/ERA and either increase or decrease the applied/unapplied amount. These should be posted as they appear on the EOB/ERA to ensure that the check is properly balanced.

Note: It is important to confirm that “Payment Level Adjustments” are posted before applying to claims or the check will not balance and will have to be voided and the user will have to start all over again. It is assumed that the “Posting an Insurance Payment – Manually” training document has been reviewed.

Enter the dollar amount as indicated by the EOB/ERA. It is important to post the positive and negative values correctly as indicated by the EOB/ERA.

A positive “Payment Level Adjustment” (E.g. over payment recovery) increases the unapplied amount, giving more money to balance the claims then what was actually paid on the check.

A negative “Payment Level Adjustment” (E.g. interest owed) decreases the unapplied, allowing for balancing of the check when payment was received that was not directly related to the balancing of a claim.

 

 

1. Select “Adjustment Reason.” In Touch Biller Pro offers a pre-established list of all known reasons.
2. Enter Note (Optional)
3. Click “Add Adjustment”