Patient Payment Posting

Patient Payment Posting

In Portia
  1. Choose the Learner
  2. Click on Insurance tab
  3. Check Insurance Coverage tab
  4. Click on View Claims
  5. Enter the Start Date and End Date of the date range to search for outstanding patient balancesGo to the claim that has a patient balance 
    1. There will be an amount listed under the Patient Responsibility column
  6. Click on the Other dropdown menu
  7. Click on View Payments
  8. Find the payment line with PR-Coinsurance, PR-Deductible, or PR-Copay in the Source column
  9. Click the blue Edit button to the right
  10. The total Patient Responsibility balance will show at the top of this screen under Total Amount Patient-Responsibility
  11. If the full patient balance was paid
    1. Click the green button Pay All PR
    2. Put a Payment note at the bottom that includes the date the payment was made, Check or Credit Card number, and the amount paid on this claim
  12. If only a partial payment is being applied
    1. Click the green Pay Line button to pay items individually
    2. If a partial payment needs to be applied to one line item, change the payment amount information and click on the green Pay Line button
    3. Click the blue Edit Payment button to save the changes
      1. If a balance remains on one line item, a new transaction needs to be created to show the outstanding balance left on that line
        1. Click on View Claims
        2. Locate the claim that the payment was just posted to
        3. Click on the Other dropdown menu
        4. Click Add Payment
        5. Payment Type - choose PR-Deductible/PR-Coinsurance/PR-Copay as applicable (based on what the original posting listed)
        6. Payment Date - remain today's posting date
        7. Enter the amount of the balance remaining on the line item that was partially posted
        8. Add Payment Note at the bottom stating "Patient Responsibility remaining"
        9. Click the blue Add Payment button


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