Patient records require accurate accounting for each and every visit that the patient has in the practice. For those practices that work with and bill insurance carriers, this includes the fees charged, payments received, and credits or debits that are applied to the account, as well as amounts transferred to/from insurance responsibility and patient responsibility. For cash and non-insurance patients the entries are made in the New Transactions window that was discussed in the previous chapter. The posting of insurance payments, transfers to patient responsibility, and write offs are done in the patient’s Insurance Posting window (figure 1).
Figure 1
The Post Insurance window is accessed from the ChiroOffice section of ChiroSuiteEHR. When the patient’s account is open, click on the Post Insurance icon in the left Icon Bar. This will open the Post Insurance Ledger window. There are many features and functions on this window designed to make entering insurance payment and/or denial information as easy as possible.
The Post Insurance window is a special transaction window, allowing the posting of payments and associating payments, transfers and write-offs to a specific claim. Once the amount due of a claim is equal to $0.00, it is considered a closed claim.