Page History

...

You must configure connections to the clearinghouse to automatically download ERA files.   ADD LINK TO CONFIGURE EDI CONNECTIONFor more information, see Enable Electronic Payment Notifications.

Manually Process Electronic Payments

...

1. Click the Billing  tab.
2. Click Payments in the left-hand navigation menu.
3. Click New Payment.
4. Enter the payment details.
   • Select Insurance Funding Source from the Paying Entity menu.
   • Start typing the name of the insurance payer in the Payment From field, and then select the payer from the popup list.
5. Click Save and Allocate.
6. Start typing the name of the patient for which you want to allocate payments in the Patient field, and then select the patient from the popup list. 
7. For each service code shown, select the insurance payer in the Post For column:
   • Ins1: Primary Insurance
   • Ins2: Secondary insurance
   • Ins3: Tertiary insurance
8. Enter the payment and adjustment details for the service.
9. Click Post Payments when you have allocated payments for all of the services listed for the patient.
10. If multiple patients are included in the EOB, click Save and Allocate again, and repeat the process for the next patient.

Process Payments from a Patient

...

If a patient provides payment for services, you can automatically allocate the payment amount for each service provided. DrCloudEHR allocates payment amounts based on the most recent services rendered, and automatically posts the payments.

...