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:

Run the Post Insurance Payments (pip) Program

You can run pip from the Insurance Billing window or by typing pip at a command prompt.

Select Patient and Charges Using pip‘s Built-in Tools

For more information on using pip, read the Post Insurance Payments and the Manual Post Insurance Payments Reference articles or contact PCC support.

Review Contractual Amounts While Entering Payment

On the payment screen, the Allowed column will show the allowable amount. Review the allowed amount as you enter the amount remitted. The amounts should match.

Manage Problems

If the insurance payment does not match the allowed amount, you may do several different things:

Double-check the amounts.
Press F8 – Config Allow to jump into allowedit for the chosen contract schedule and procedure code.
Or, press F12 and use the function keys in pip to research the claim and re-bill if necessary.
Or, review your contracts and contact your insurance carrier liaison.

Here are some related articles in Billing and Practice Management > Post Insurance Payments:

How to Post Insurance Refunds (“Takebacks”)
From time to time, insurance companies will ask you to reimburse them for an overpayment. Sometimes, the company will ask you to send them a refund check. Sometimes, they will underpay you for more recent charges in order to make up for the overpayment on an old charge.
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 and automatically compare them with to contract allowed amounts.
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.
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
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 Reference
Use the Autopost program (autopip) to post insurance payments and adjustments sent directly to your practice from carriers as ERAs. This article includes screen references and additional details to help you understand autopip.
Manual Post Insurance Payments Reference
Use the Post Insurance Payments (pip) program to manually post insurance payments and adjustments that could not be posted using autopip.

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