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.
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
Please let me know if you have any additional questions