Accepting and Posting an Insurance Check

  1. From the Dashboard, click the [Billing & Insurance] tab located in the row of options on the left hand side of the screen.
  2. From the billing screen, click the blue button on the top right [Enter an EOB].
  3. Enter [Insurance] name and choose from the drop down.
  4. Enter the information from the check: Date on check, Check number, full amount of the check, and choose the insurance.
  5. You will then see a list of outstanding claims for that insurance type in the insurance payment and adjustments listed on the EOB.
  6. [Save].
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