5.7. Post Insurance Payments by CPT Line

!PRO TIP When the same Check # and Post Date apply to multiple CPT lines, enter them once and use Apply to All Lines before posting the individual line amounts.

1. Go to Payments and locate the applicable patient.

2. Click Open Order to expand the payment details and CPT lines.

3. Enter the Check # and Post Date at the top of the expanded payment.

4. Click Apply to All Lines to populate the Check # and Post Date on each CPT line.

5. Enter the amount paid by insurance in Insurance Paid for each applicable CPT line.

6. Review Outstanding Ins. after entering the insurance payment. The remaining insurance balance will update for that CPT line.

7. If a write-off or other applicable adjustment is required, enter the adjustment using the existing adjustment workflow. Applicable adjustment amounts will reduce the Outstanding Ins. balance.

8. Continue posting each CPT line until all applicable insurance payments and adjustments have been entered.

9. Review the Outstanding Ins. amount for each CPT line before saving.

!IMPORTANT Outstanding Ins. will not display below $0.00. If the payment creates an overpayment, the excess amount will display as Credit Due.

10. Click Save to save the posting.

11. If the remaining insurance balance is $0.00, the payment will update to Fully Paid. If an insurance balance remains, the existing status will remain.

!PRO TIP The expanded payment will remain open while you are posting and after you click Save, allowing you to continue working without reopening the payment.