How to Apply Insurance Payments

Click on Billing tab > Payments

Choose Insurance Payment:

• Insurance
• Amount
• Method
• Reference # (Check #)
• Batch Number (optional)
• Posted Date (Date you are posting the payment)
• Adjudication Date (This Date should be on the EOB)
• Location
• Notes (Enter Anything that you feel needs to be Noted in the Payment. Notes can also be added later)

**It is always important to upload a scanned copy of the EOB(S) that you are posting. Especially if there are questions that get sent to support@heno.io on it. If there are questions about a payment, there is very little we can do if we don't have the EOB to view. Always be sure to Upload your EOB(S).**

Click Create and Post

**It is always important to upload a scanned copy of the EOB(S) that you are posting. Especially if there are questions that get sent to support@heno.io on it. If there are questions about a payment, there is very little we can do if we don't have the EOB to view. Always be sure to Upload your EOB(S).**

Uploading EOBs:

Click Create and Upload > Select Type > Add any additional Notes (optional) > Click Drop files here or click to upload box to upload file:

You will be directed to this page after you created and uploaded your file or created and posted your payment : Click Add Date of Service+

Check the box associated with the payment > Click Add to Payment+

Your Patient and their DOS will appear in the payment :

Click on the DOS associated with the payment >

• Click on the line that you wish to Post/Adjust your payment to. When Highlighted in Blue, you will know that it is selected
• Ignore the Allowed Box, nothing needs to be changed there
• Put in the Amount paid in the Paid Box 
• Enter your Adjustments
• Leave the Status as Review and Click Apply Changes

• Click on the Next Line that you need to Post/Adjust on and Follow these same steps. 
• Once you have completed posting the insurance payment, you will want to check and see if there are any Patient Payments that need to be applied.
• On the Right Hand side you will find Patient Payments.

• Paid At Appt: Payment was Collected at the DOS
• Payment Plan: Payment made towards a Payment Plan that was created
• Pinned Payments: Payments that were collected and could have multiple Co-pays/Co-Ins in one payment.
• Unlinked Patient Payments: Payments that were not taken in the Check In/Out screen or in a Payment Plan. It could have been taken at a different time and was never linked to an Appt.

To apply a patient payment, check out this article: Apply Patient Payment 

If the Claim has a Balance and you see the Alert: Secondary on File, Click the Status drop down and choose Bill Secondary. This option will only be there if there is a secondary on file. 

Click Status > Select Bill Secondary > Click Apply Changes

Once Clicked it will take you to another screen:

Select secondary insurance > Click Submit

A Notification will appear:

The secondary Claim will now be sitting in the Send Claims Area.

Click "Billing" > then "Payments" > 

Change Status to Closed > Click Apply Changes

If the Claim has a $0 balance the you can change the Status to Settle and Click Apply Changes

Then click Billing > Payment >  Change the Status to Closed and click Apply Changes  

The posting is now complete.

If there are any further questions on this, please reach out to the Support Team at support@heno.io