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Go To: BILLING > PATIENT ACCOUNTING> PATIENT ACCOUNTS
TO MAKE PAYMENT IN BULK:
Click on the Bulk Action Drop Down
Click Make Payment
Select Payer or Add New
This will list the insurance companies and you are able to add a new payer here if needed.
Enter Post Date
Optional: Select Patient Adjustment Reason- This will be used to write off any patient balances
Optional: Select Insurance Adjustment Reason- This will be used to write off any insurance balances
Optional: Select Close Reason- This will default to Bulk Post but can be edited
Select Payment Method
Enter Check Date
Enter Check Number
Enter Check Amount
Optional: Enter a note
Select the Visits you wish to post to
Click Post Payment at the top
Confirm Payment
A notification will show at the bottom that payment has been successfully processed
Note: There will be a B next to the Type Column to indicate that this was a Bulk Payment
Bulk Post Summary
Once a Bulk Payment is posted, it will appear on the Bulk Post Summary page. This is where you can view all posted/closed check history & see details on how checks were posted & amounts distributed. This page displays by check date.
Go To: BILLING > PATIENT ACCOUNTING > BULK POST SUMMARY
Managing Posted/Closed Bulk Payments Checks:
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