3.12 Bulk Posting

Bulk Payment

Bulk Payments are a way to post payments coming from an insurance company or other sources (Examples: PI Case, from an attorney, settlement checks). This will allow for the payments to be bulk posted until the amount is gone and then adjust the rest off.

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:

Filter any results at the top (The system will default to the last 30 days of checks)
Go to the Action Column and click ፧
Here will give you the options to
- View the check details. This will open up the check on the screen where you can view all details. You can also click on the date(s) to view the encounter details
- Delete- Will bring up screen for you to confirm if you want to Delete the entire check and payments.
- Preview- Will bring up a Print Preview screen to view the check details