Entering Insurance Payments
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Click Billing.
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Click New ERA Management
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Click Add Payment in the upper right of the screen.
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Select the name of the payer on the check.
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Select the payment reason.
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Enter the amount.
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Select a type of payment.
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Enter a pay date.
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Enter a deposit date or do this at the end of day.
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Click Submit.
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Then a screen appears to apply the payment to claims.
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Select the patient’s name.
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Select the encounter date.
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Enter the paid amount.
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Enter copay or deductible or coinsurance.
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Enter adjustments.
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Go to the next CPT.
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After all payments are entered.
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Click Submit.
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Select the next patient and encounter date.
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Enter payments and submit.
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When all payments are applied, click Import and Close to import the payment.