Log EOB/Payment

On receipt of an EOB and payment from a Payor:

1. Select 'New Payment' tab reveals "Batch Payment Entry"

2. Enter information from the EOB:

Date: of EOB

Post to Date: payment posting date

Payment Method: defaults to 'Check Payment'

Check Number: If Payment Method is 'Check', enter EOB payment check number

Payment amount: Total amount of EOB payment

Paying Entity: Insurance or Patient

Payment Category: Family/Group/Insurance/Patient/Pre payment

Payment From: Payor name; enter partial name and select full name from popup

Deposit Date: the payment is to be deposited in facility's account

Description: (free text field) description of the payment; optional

Undistributed: red text area at right is amount of total payment yet undistributed

decreases as allocations made to Patient's accounts.

3. Finish logging EOB / payment:

4. If allocating these funds later:

Click button 'Save Changes' and answer 'Yes' to popup

Click on the 'New Payment' tab again and log another EOB

5. If allocating funds now:
Click button, 'Allocate' and answer 'Yes' to popup