How do I apply patient payments at the time of claim creation?
Outstanding patient payments can be applied to claims at the time of claim creation.
Once you have opened the Charge Entry (CMS 1500) Claim form screen and reviewed the claim information, scroll down and you will see a list of Unapplied Patient Payments (if applicable).
To apply a payment (or payments) to the claim, enter the payment amount in the Apply to Claim column, and hit APPLY
When you are done applying the payment(s), scroll down and hit CREATE CLAIM. This will move the claim to “accepted” status, and the claim will be uploaded automatically to the clearing house at 12 AM PST.
Note: If not payments are listed, it means the patient has no unapplied payments outstanding.