How to allocate EOB Payment

1. In new panel below Batch Payment Entry panel, enter Patient's partial name as given in EOB

2. Select charge type:

Non-paid: charges which have not had any payments applied yet

Show Primary Complete: Primary Insurance has been paid

Show All Transactions: all, of whatever status.

3. New lower panel shows all unresolved charges for this patient from this payer

Note left column, 'Post For' gives the next payer due to pay.

If all insurances have paid, this displays 'Pat' (Patient)

'Remainder' column lists amount for that service that remains to be paid

4. Enter in 'Payment' column the EOB/ amounts for each of this Patient's services

5. Click in other text area to calculate amounts

6. When finished, if EOB has no payments for other Patients

7. Click button 'Finish Payments'

8. Enter next Patient's name in new panel OR

9. Repeat from Step #4 entering next patient name from EOB until all payments are allocated

10. Click button 'Post Payments'

To enter and allocate more EOB's, click tab 'New Payment' and repeat steps from #1 above