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vasquezdds
Canine II

Bulk Insurance Payments w/ E-Payment Credit Card

I was so excited to get the E-Payment system up and running for credit card processing only to be disappointed when it comes to Insurance Payments received via Credit Cards.   We receive multiple insurance payments by credit card daily.  Generally, these EOB's list multiple patients/claims to be bulk paid with one credit card payment.  I've been told that this process is not available at this time... and, instead, was offered a work around which creates a lot more work, requiring a lot more time and essentially, increasing the possibility of unnecessary errors.    I'm curious to know how other offices are dealing with this scenario.    BTW...  we are currently using V8.0.2 and anxiously awaiting receipt of the next update.    

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Re: Bulk Insurance Payments w/ E-Payment Credit Card

I'm sorry to hear you were told that. 

To correct what you were told, hopefully, It is possible to process the insurance credit cards as actual insurance payments.  both individually and as bulk payments on the "Bulk Check" list. 

I'll go over the steps here for you. 

Individual payments: There are two routes you can take

Route 1 

  1. Go to the patient's ledger.
  2. Click Add Entry.
  3. Under the Description field enter "IP" and click tab on the keyboard.
  4. Select the appropriate claim. 
  5. On the Receive Insurance Payment window enter the  Insurance payment amt.
  6. For the Payment Type drop down, select Credit
  7. The Check# field turns into a memo field. 
  8. Enter any needed information in the code section.
  9. Click OK and the ePayment window will open so you can enter the card information to run. 

Route 2

  1. On the Appointment book toolbar click the Paid button.
  2. Select the patient.
  3. Under the Description field enter "IP" and click tab on the keyboard.
  4. Select the appropriate claim. 
  5. On the Receive Insurance Payment window enter the  Insurance payment amt.
  6. For the Payment Type drop down, select Credit
  7. The Check# field turns into a memo field. 
  8. Enter any needed information in the code section.
  9. Click OK and the ePayment window will open so you can enter the card information to run. 

Bulkpayments:

  1. On the appointment book toolbar click on the Bulk button.
  2. On the Bulk Payment pick list window click Add.
  3. Enter Payer name  and memo.
  4. On the right change the Payment type to credit and enter the Credit Amount.
    1. The ePayment window will open. You can choose to run the card now or close the ePayment window and wait until you've added all patients. 
  5. Click add patient payments/adj. at the bottom to select the needed patients and their claims. 
  6. When done, if you choose to wait to run the card, click on Credit Card on the lower right
    1. This will bring the ePayment module back up to run the card. 
  7. Once completed, Click OK to close out of the bulk check. 

 

Please let me know if you have any additional questions