How to post an insurance payment

posting an insurance payment allows you to record a payer’s remittance and allocate the payment across one or more charge items go to payment posting 1 go to billing → payments 2 click post payment in the top right corner this opens the post payment screen step 1 enter payment details in the payment details panel on the left, fill in the following payment date the date the payment was received payer select the insurance payer that issued the payment payment method choose how the payment was received (e g check, ach/bank transfer, cash) ach trace number (optional)used for ach payments to help with reconciliation total payment amount enter the full payment amount from the remittance as you enter the amount, eggmed automatically tracks total payment amount allocated amount remaining amount step 2 review charge items on the right side, you’ll see charge items for the selected payer this table shows charge items across patients, including date of service client visit type provider cpt code billed amount prior paid balance allowed amount insurance paid contractual adjustment write off patient responsibility projected balance you can filter charge items by status (all, unpaid, partial, allocated) date range client sort order s tep 3 allocate the payment locate the charge item(s) you want to apply the payment to enter amounts in the appropriate columns, such as insurance paid – the amount paid by the payer contractual adjustment – the adjustment based on the payer contract write off (if applicable) as you allocate amounts the allocated total updates automatically the remaining amount decreases charge item balances update in real time a single insurance payment can be allocated across multiple charge items and multiple patients s tep 4 understand how allocation works posting vs allocating posting records the payment in eggmed allocating applies that payment to specific charge items allowed amount the maximum amount the insurance payer approves for the service based on the contract patient responsibility the portion of the balance that may still be owed by the patient after insurance processing unapplied (remaining) amount any part of the payment that has been posted but not yet assigned to a charge item this amount can be allocated later s tep 5 review before posting before posting the payment, confirm that the allocated amount matches the remittance the remaining amount is correct charge item balances reflect the insurance payment if the remaining amount is not zero, you can continue allocating it to other charge items leave it unapplied and allocate it later s tep 6 post the payment click post payment once posted charge item balances are updated the payment appears in billing → payments reports and account balances reflect the remittance n otes and tips insurance payments can be allocated across multiple patients in one posting partial allocations mark charge items as partial unapplied amounts remain visible until fully allocated patient payments are usually allocated at the invoice or encounter level, not from this screen