Post Insurance Payments

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  • ERAs and EOBs with PCC

    After a payer reviews your electronic claim, they will send your practice an explanation of what charges are paid, adjusted, or denied. On paper, this information arrives as an Explanation of Benefits (EOB) and a check. The electronic version of an EOB is called an Electronic Remittance Advice, or ERA. An ERA usually arrives in coordination with a direct deposit to your practice's bank account. You can use PCC software to post payment and adjustment information from both ERAs and traditional EOBs.
  • Quickstart: Auto-post Insurance Payments and Adjustments

    Follow the steps below to autopost your incoming insurance payments and adjustments, or ERAs.
  • Quickstart: Manually Post Insurance Payments and Adjustments

    The procedure below will show you the manual insurance-payment posting basics.

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  • Post Insurance Payments and Compare to Allowed Amount

    Once you have created a Contract Fee Schedule, added allowable amounts, and assigned the schedule to insurance plans, you can post payments in pip and compare them with to contract allowed amounts. Follow this procedure:
  • Post Insurance Interest Payments

    Occasionally, insurance carriers will pay you interest for charges they have failed to pay in a timely manner. How can you record that interest in Partner, without throwing off your Accounts Receivable? An interest payment is unexpected revenue that should not be posted against the original charges. Is there a "correct" way of keeping track of the income in Partner? The procedure below will teach you one common method.
  • Post Insurance Payments Introduction

    Run the Autopost (autopip) program to post payments and adjustments from insurance payors. If a payor does not send electronic remittance advice (ERAs) to your practice, or an unusual response could not be posted automatically, you can run the Post Insurance Payments (pip) program to record payment and adjustment information manually.
  • Post Insurance Overpayments

    Insurance companies sometimes pay you more than the allowable amount for a charge, or pay you more than the remaining balance due for a charge. Since you can not post more money than was due, how can you track the extra money in Partner? The guide below illustrates one possible solution to this problem.
  • Autopost Insurance Payments (autopip) Reference
    • Confirm Selection Screen

      After you select ERA checks on the ERA Select List screen in autopip and press [fkey title='F1' subtitle='Process'], Partner will display the Confirm Selection screen.
    • What ERA Items Will Not Post Automatically?

      Partner's Autopost program will post ERA items that match charges in Partner. If an item can not be posted, it will appear on the Manual Report. (From there, you can review them, post them in pip, or take other appropriate actions.)
    • Daily View

      The autopip Daily View screen displays all incoming ERA check files for each day. You can use the screen to review autoposting activity by date.
    • Autopost Insurance Payments

      Use the Autopost program (autopip) to automatically post insurance payments and adjustments sent directly to Partner from carriers. Partner can receive ERAs from your payors, sort them into checks, and you can then quickly post them by running autopip.
    • Manual Post Report

      If autopip can not post any item in the ERA check files, it will create a Manual Post report and ask you to review it on the Manual Post Report screen.
    • Not Yet Printed Screen

      The Not Yet Printed screen in autopip displays all Manual reports that have not been printed, e-mailed, or saved to a workstation.
    • Autopost Reference

      The Autopost (autopip) program is a fast and easy way to post your incoming ERAs.
    • ERA Select List Screen

      The ERA Select List screen in Autopost (autopip) displays incoming ERA checks. Your insurance carrier may send a single ERA detailing many claim responses and several different checks. Partner splits that information into individual check and then displays them in the order Partner received them.
  • Manual Insurance Payment Posting (pip) Reference