2. Quickstart: Starting pip and Posting an EOB

Posting Insurance Payments

1. Run pip

   You can run pip from the "Payments/Refunds" window in the Billing Functions section of your Partner Windows. You can also type pip at a command prompt.

   

2. Enter the Date of Payment

   

3. Enter a Name or Claim ID#

   Use Partner's find routines or enter a Claim ID# to find the patient listed on the EOB. Read the Finding Patients or Claims section below for other methods of finding a patient or claim in pip.

   

4. Select Charges Covered by the EOB

   Next, you will see a list of the patient's outstanding charges that have a balance pending an insurance company. Select those charges that are listed on the EOB.

   

   You may enter the numbers separated by a space or enter a range:

   If you are not certain to which charges you should apply a payment, or if you need to review account information or find a charge that was mistakenly paid off, use the function keys at the bottom of the screen to access other Partner programs. Read the Charge Selection Screen section below for more information.

5. Enter Payments and Adjustments

   On the Post Payment screen, enter a payment and/or adjustment for each of the charges you selected.

   

   As you enter payments and adjustments, you can use the total amounts and Allowed amounts (if available) to check your work.

6. Review Payment Types, Insurances, and Enter Check Number

   The information at the bottom of the Post Payments screen allows you to edit how Partner will record the payment in the account history as well as what will happen with any remaining balance. You should carefully review these fields before saving the payment.

   

   For more information about options and tools on this screen, read the Payment and Adjustment Screen section below.

7. Press [F1 -- Save Payment].

   After pressing F1, you can continue to work with this patient or press F1 again to find the next patient.