6.1 POSTING INSURANCE EOB CHECKS

Below are instructions for posting an EOB Insurance payment & transferring any remaining balance to patient responsibility.
Go To: BILLING > PAYMENTS > EOB POSTING

1. Check Details
   1. Check No: Enter the check number.
   2. Insurance Company: Click on the 'Select' dropdown & choose the Insurance Co.
   3. Date: Enter the issue date of the check
   4. Post Date: Enter the date you'd like to show as the post date.
   5. Amount ($): Enter the amount of the check.
2. Search Claims
   1. Patient Name (Last, First): Enter the patients' name & click the Magnifying Glass Icon to select the patient.
   2. DOS: Enter the desired date of service for the patient, or leave this field blank if you'd like all open DOS' to pull up.
   3. Click the Search tab & the selected DOS' for the patient will display below.
3. Procedure Details
   1. Allowed: Enter the amount appearing on your EOB that the insurance company has showing for each CPT line item (Alternatively, you can enter the full 'Billable' amount if you'd like the entire pending balance to pull forward)
   2. Payment: Enter the payment amount for each CPT line item.
   3. Adjustment Type: Click on the 'Select' dropdown to identify a reason for adjustments.
   4. Under 'Adj.' & 'Trans Bal.' the system will automatically calculate the difference between the billable & allowable amounts, & any balance being forwarded to the next responsible party.
   5. Resp. Party: Depending on how the charges were originally filed, this is where the next responsible party will appear. 'Patient' indicates that the balance will be forwarded to patient responsibility.
   6. DOS: Clicking on 'DOS' allows you to view Encounter Details on the patients account.
   7. Click on Apply Payment once you are done entering all details.
   8. Remaining Balance: Under Check Details should show a $0.00 balance indicating that the entire check amount has been posted.

Click Close Check to close the check. You must close checks to complete the payment posting process & for balances to fully transfer to the next responsible party.


Posting Payments To Multiple Patients
Once you apply your payment to the first patient & click 'Apply Payment' you will repeat Steps 2 & 3 for each individual patient.