{"id":813,"date":"2021-05-19T18:51:21","date_gmt":"2021-05-19T18:51:21","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=813"},"modified":"2021-05-19T19:02:59","modified_gmt":"2021-05-19T19:02:59","slug":"medisoft-insurance-payments","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-insurance-payments\/","title":{"rendered":"How to Apply Insurance Payments in Medisoft"},"content":{"rendered":"\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/552510248?dnt=1&amp;app_id=122963\" width=\"500\" height=\"359\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>There are two different ways to enter Insurance Payments in Medisoft, (1) on a case-by-case basis, or (2) in bulk via \u201cDeposit Entry\u201d.  The first method may be preferable when entering Insurance Payments for one patient, case, or date of service.  The second method is preferable when entering Insurance Payments for multiple patients (from one insurance\/check).<\/p>\n\n\n\n<p>To enter Insurance Payments on a case-by-case basis, go to Activities, then Enter Transactions.  Select the desired patient Chart, then the Case.  Click New in the lower half of the Window, under the \u201cPayments, Adjustments, and Comments\u201d section.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" loading=\"lazy\" width=\"623\" height=\"409\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image.png?resize=623%2C409&#038;ssl=1\" alt=\"\" class=\"wp-image-815\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image.png?w=623&amp;ssl=1 623w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image.png?resize=300%2C197&amp;ssl=1 300w\" sizes=\"(max-width: 623px) 100vw, 623px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n\n<p>A new payment line will appear.  Enter the payment Date, then select a Pay\/Adj Code.  Select Who Paid, and optionally enter a Description (such as a Reference number, or any note you would like to).  The Provider should default, but you can change it if needed.  Enter the payment Amount, and Check Number.  Click Apply.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" loading=\"lazy\" width=\"624\" height=\"280\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image-1.png?resize=624%2C280&#038;ssl=1\" alt=\"\" class=\"wp-image-816\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image-1.png?w=624&amp;ssl=1 624w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image-1.png?resize=300%2C135&amp;ssl=1 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n\n<p>Enter payments for line items as needed, under the This Payment column.  The Complete column should auto-check, but you may uncheck it if there maybe further payments, or you don\u2019t want responsibility to shift to the next payer.  Click Close when finished.  Back at \u201cTransaction Entry\u201d, you can repeat this process to enter additional payments or adjustments.  Click Save Transactions when completely finished.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" loading=\"lazy\" width=\"516\" height=\"355\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image-2.png?resize=516%2C355&#038;ssl=1\" alt=\"\" class=\"wp-image-817\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image-2.png?w=516&amp;ssl=1 516w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image-2.png?resize=300%2C206&amp;ssl=1 300w\" sizes=\"(max-width: 516px) 100vw, 516px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n\n<p>To enter Insurance Payments in bulk (from one Payer check), go to Activities, then Enter Deposits\/Payments.  Click New.  In the new window that appears, the Deposit Date (Check date), will default to today\u2019s date, Payor Type will default to \u201cInsurance\u201d, and Payment Method will default to \u201cCheck\u201d.  Enter the Check Number, and a Description\/Bank No.  Enter the Payment Amount, and select the Insurance.  The codes below will default if set within the selected Insurance, otherwise select a code for each of the fields.  Click Save.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" loading=\"lazy\" width=\"623\" height=\"323\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image-3.png?resize=623%2C323&#038;ssl=1\" alt=\"\" class=\"wp-image-818\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image-3.png?w=623&amp;ssl=1 623w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/image-3.png?resize=300%2C156&amp;ssl=1 300w\" sizes=\"(max-width: 623px) 100vw, 623px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n\n<p>Back at the \u201cDeposit List\u201d screen, select the desired payment\/check, then click Apply.  In the new window that appears, select the patient (For) whom payment should be applied to.  The patient\u2019s dates of service will appear.  For any line items that should be paid, enter the Payment amount.  Optionally; Enter Deductible, Withhold, Adjustment, or Take Back amounts.  The Complete check-box should auto-check when payment amounts are entered, you can uncheck this if there may be further payments, or you don\u2019t want responsibility to shift to the next payer.<\/p>\n\n\n\n<p>Click Save Payments\/Adjustments, when finished with the patient.  You be prompted to print a statement, or just click Cancel if you do not wish to do so at this time.  Continue selecting patients and entering payments\/adjustments till finished.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are two different ways to enter Insurance Payments in Medisoft, (1) on a case-by-case basis, or (2) in bulk via \u201cDeposit Entry\u201d. The first method may be preferable when entering Insurance Payments for one patient, case, or date of service. The second method is preferable when entering Insurance Payments for multiple patients (from one &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-insurance-payments\/\"> <span class=\"screen-reader-text\">How to Apply Insurance Payments in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":822,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":""},"categories":[9],"tags":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/Medisoft-Apply-Insurance-Payment-1.png?fit=1218%2C795&ssl=1","jetpack-related-posts":[{"id":824,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-patient-payments\/","url_meta":{"origin":813,"position":0},"title":"How to Apply Patient Payments in Medisoft","author":"2kmedical","date":"June 1, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/557804319 Patient Payments in Medisoft There are two ways to enter patient payments in Medisoft; Directly in Transaction Entry, or via Deposit entry. First let\u2019s take a look at entering patient payments via Transaction Entry. Access Transaction Entry via the Activities menu. Select a patient Chart, and if there are\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft Patient Payment","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/Patient-Payments.jpg?fit=832%2C420&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":574,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/setup-procedure-codes-in-medisoft\/","url_meta":{"origin":813,"position":1},"title":"How to enter a procedure code in Medisoft","author":"2kmedical","date":"July 15, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/348263064 01. To add a new Procedure Code, or edit an existing record, go to LISTS then PROCEDURE \/PAYMENT\/ADJ CODES. 02. The following are the different types of codes (and what they\u2019re for) that can be entered here: Procedure Charge - CPT codes representing services rendered billable to insurance.Product Charge\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Procedure Codes in Medisoft","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/procedure-codes.jpg?fit=1200%2C800&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":605,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-transaction-entry\/","url_meta":{"origin":813,"position":2},"title":"How to create transactions in Medisoft","author":"2kmedical","date":"July 31, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/351291545 To create claims that can billed to Insurance Companies, you will first need to enter the charges (Procedures or services performed on patients) in the Transaction Entry screen. 1.\u00a0 To access the Transaction Entry screen, go to ACTIVITIES, then ENTER TRANSACTIONS, or by clicking the left-most icon just under\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft Claim Management","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/Claim-Management.png?fit=1121%2C747&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":693,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-software-v25\/","url_meta":{"origin":813,"position":3},"title":"Medisoft v25 Pre-Sale is now.","author":"2kmedical","date":"October 20, 2020","format":false,"excerpt":"We are offering discounted pricing on Medisoft V25 to customers that purchase by\u00a0November 20, 2020. After that the price goes up.\u00a0 Don't miss out on your opportunity to reserve your copy at the reduced rate. Contact us immediately to get started today.\u00a0 Click below for a quick video on what\u2026","rel":"","context":"In &quot;What's New&quot;","block_context":{"text":"What's New","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-23\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/10\/MedisoftV25_300x250V2.png?fit=300%2C250&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":551,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-training-enter-a-new-patient\/","url_meta":{"origin":813,"position":4},"title":"How to enter a new patient in Medisoft","author":"2kmedical","date":"June 25, 2019","format":false,"excerpt":"In Medisoft a patient\u2019s basic demographics are entered in their chart, and are separate from their insurance and condition\/ailment information, which is stored in their case(s). You could possibly get by with only a single Case for each patient but many offices will create separate cases for any of the\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft New Patient Entry","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/default-patient.jpg?fit=750%2C500&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":586,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/new-patient-case-in-medisoft\/","url_meta":{"origin":813,"position":5},"title":"How to add a new patient case in Medisoft","author":"2kmedical","date":"July 24, 2019","format":false,"excerpt":"https:\/\/player.vimeo.com\/video\/349983540 01.\u00a0 Go to LISTS then PATIENTS\/GUARANTORS AND CASES. 02.\u00a0 In the left side of the window, select a patient, and then click in the right side of the window.\u00a0 The buttons at the bottom of the window will change to reflect that you are now in the Case section.\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-6.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/813"}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=813"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/813\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/822"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=813"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=813"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=813"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}