You can manually process payments received from insurance payers and patients. When you process a payment, you specify the amount to allocate for each service provided.

Process Payments from an Insurance Company

If you do not file a claim with an insurance payer electronically, the payer sends you an explanation of benefits (EOB) form containing payment details for services provided. The EOB form might contain data for a single patient, or more typically will include data for multiple patients. For each patient for which payments are described in the EOB, you allocate the payment amounts for each service code listed.

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.

1. Click the Billing tab.
2. Click  Payments in the left-hand navigation menu.
3. Click New Payment.
4. Enter the payment details.
   
   
   • Start typing the name of the patient for which you want to accept payments in the Patient field, and then select the patient from the popup list.  
   • Select one of the following options from the Paying Entity menu:
     • Patient: Select for a full payment from the patient.
     • Capitation: Select for a payment that makes up the difference between what insurance pays per a capitated contract, and the total amount due.
     • CoPay: Select for a payment that is the patient's portion of the charge for a covered service.
   • Select the payment type from the Payment Category menu.
5. Click Save & Auto Allocate. The page displays the payment details.