Good day Heather ( @bracemom35 ),
I'm sorry about the delay in response; this went overlooked until recently.
Editing the "Insurance" amount in Procedure Code Maintenance will not cause a charge to post to the Insurance column on the Charges and Payments screen; it only controls the amount that is used when that procedure code is posted on an insurance claim. By default, all charges entered on the Charges and Payments screen will post for the responsible party, but you can change this during the posting process as shown below.
First, make sure that the correct responsible party and the correct insurance are selected at the top.
Next, select the procedure code in question. In the below screenshot, the procedure code has been defined for a $35.00 charge. The entire amount will go to the patient (responsible party) by default.
If you want the amount to be charged to the insurance rather than to the responsible party, click in the "Patient" column and type a zero amount in that field, as shown below (you may also type a single zero -- anything that will register a zero amount).
After typing the zero amount, press Tab on your keyboard. The amount will then be transferred to the "Insurance" column:
When you post the transaction, the amount will be posted to the insurance ledger rather than the responsible party ledger.
You may also use this same process to post credit card payments for insurance (posting of insurance checks will, of course, automatically default the amount to the Insurance column).
If you have any other questions, please let us know!
Phil Carter / OrthoTrac Escalations