Claim and Payment

Once you have checked out the patient and punched the card, you will need to "send" the claim prior to posting the patient's payment to the lines.

You will start in the Billing tab

Click into the sub-category Encounter (Pre-Claim)

You will then click on the encounter number:

Change the status to Approved and Apply changes:

Once approved, you will need to "send" the claim. Click on the Send Claims bucket:

Click on Generate Paper Claims:

Once the claim has been "sent," You can apply the patient payment and any adjustments you may need to complete. Click on the Payment subcategory in the Billing tab

Go to the Patient Tab inside and click on the Payment number:

You will then go to Apply | Claims and click on Add Date of Service

Select the dates the patient paid for with this payment

You will then select the date of service from the middle and add any paid amounts. 

If you are adjusting any amount of this "claim" you can add those below in the adjustment area. We suggest using the SBA (Small Balance Adjustment) with the OA adjustment group:

Once completed, you can close the payment to remove it from your outstanding