[2.0] Accepting and Posting an Insurance Check

Follow these quick steps to learn how to accept and post an insurance check within our 2.0 system.

  • Click Billing & Insurance from the left-hand menu
  • Within the billing screen, click the button on the top right
  • Enter the Insurance Company name, choosing from the drop-down menu, then click Next
  • Enter information from the check, including: check date, number, check payment amount, and choose the insurance company
  • The provider will notice that information appears listing outstanding claims, if any. There may also be a list of outstanding claims for that specific insurance type, within the insurance payment and adjustments section for the Explanation of Benefits (EOB). When ready, click Save and Post.

    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us