Post Secondary Payment-Manual

Post Secondary Payment-Manual

1. From Billing Manager Click Accounting
2. Click Payment Application
3. From the batch menu click Batch-New
4. Enter a batch proof amount. You can enter a zero dollar batch or a batch amount that is the total of all the checks that you want to enter.
5. In Total Payment Amount add the total paid amount from the check.
6  Date Received could be the date you received the check in the mail or the date on the check itself. This is up to the user, our recommendation is to be consistent.
7. Deposit date, this field is optional, is the date from the deposit slip or date the check was deposited.
8. Deposit ID, this field is optional, is the id number from the deposit slip.
9. Check/Ref#,  this field is optional but highly recommended, field is for the check number
10. Remittance#, this field is optional, field is to add the remittance number if you have one 
11. Find the patient's account number from the EOB and enter it into A/C# field and click tab or click Find (binoculars) to search for a patient. 
12. Find the date of service for the payment and highlight that line.
13. The debtor field will change to the current debtor of the claim. 
14. Check the box labeled 'Post one detail at a time'.
15. Choose Payment 1- Insurance
16. Enter the amount paid by the secondary into the 'Amount' box. 
17. Change the debtor to the secondary payer.
18. Click the 'Add' icon to add the payment lines.
19. If there are more payments on the check then, you would repeat the above steps.
20. When you are done posting you can click the Save Icon to save the Payment. 

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