Post Payment for Claim

In order to a post a payment to a claim you'll want to ensure you are always doing this through Open Payer's Accounts.

1. Open Payer Accounts

• Click Payers Tab
• Click Open Payers Account

2. Define Search Criteria 

• Payer: Set to the specific Payer
• Posted To: Set the location that the claim was created
• Posted: Set the date the claim was created (this can be found in the patient profile by going to records > payer)
• Pending: This will only pull claims that are incomplete/without a payment attached. 
• Type: Select Claim and hit >> to bring it over to the right box.

3. Post Payment for Claim 

• Click relevant Claim
• Right Click
• Post Claim Payment of...

4. Complete Payment 

• Ensure Amount is correct
• Select Payment Type
• Complete relevant description

5. Status updated

• Claim is completed because a payment is assigned to it