Insurance Payment could be managed from the Claims view. Claim Details page is the place to add payment related to insurance.

To Add Insurance Payment, Follow the following:

• Access the “Claim Details” page from either the Claims view or if you are working with open ledger view then you can access it from the ledger view.
• “Claim Details” opens, Press the “Add Payment” button.
  
• New page “Add Insurance Payment” page opens.
  — If Clinic is using an Open Ledger type, then “Add Insurance Payment” page looks like:
  
  >> User has the ability to tick or not to tick the check box of “Distribute”, But once the transaction is saved; user can’t change in the “Distribute” check box.
  — If Clinic is using an Procedure Ledger type, then “Add Insurance Payment” page looks like:
  
  >> User can’t remove the check mark of the “Distribute”. 

“Add Insurance Payment” page contains the following fields:

• Code: Is a code (InsPay) related to the Insurance payment transaction which is automatically generated by Dentalore system and can’t be edited by user.
• Receipt Number: Is the code of receipt that it takes once the payment transaction is saved. The receipt code can’t be edited by user and it’s automatically generated by Dentalore system according to configurations set from Settings module. For more information about managing the receipt number format, Check: Configure Automatically Generated Codes.
• Payment Method: Is a drop down menu that contains the available options that patient could pay by any of the following: (Cash, Check, or Credit Card). Default selection is: Check. If user selects Check or Credit Card then new fields related to each method appears, as follow:
  — Check Payment Method
  The “Bank Name”, “Check Number”, and “Due Date” of the check are the related data that should be filled when the payment method is via (Check).

  — Credit Card Payment Method
  The “Reference Number” of the credit card is the related field that should be filled when the payment method is via (Credit Card).

   

• Date: Is date field that’s by default displays the date of today and time when the payment transaction created.
• Amount: Is the amount of money that Insurance will pay. .
• Description: Is a field to write required description on the payment transaction, by default the description (Insurance Payment) is written in this field. User could change it.
• Distribute: Is a check box that’s not ticked by default.
  — If the “Distribute” Check box is ticked that means the user will distribute the amount paid by Insurance on patients’ procedures. The inserted value in the “Amount” field must be equal to the total Amount inserted for all of the listed procedures.
• Note: Is a field to write any extra notes related to the Insurance payment transaction.
• “Pay” button: Once Pressed, Payment transaction saved and user is directed to new page “Edit Insurance Payment”.
• “Pay&Close” button: Once Pressed, Payment transaction saved and user directed to the “Claim Details” page.
• “Cancel” button: Once Pressed, Payment transaction cancelled and user directed to the “Claim Details” page.