Overview
If you receive a paper remittance, you will want to refer to this article to quickly post insurance payments. This is the ideal workflow for small payments. Please see related articles to use PIMSY's Batch Posting feature for larger remittances that may come via paper EOB. For electronic payments sent via 835 to clearinghouses, you may utilize the Electronic posting article. Importing the 835 file into PIMSY is ideal; however, following the steps below allows you to post payment in the rare instances you cannot electronically bring the payment in.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- Invoice list view
- Invoicing Co Pay - Self Pay
- Settings:
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-177 BILLING - Auto create the Secondary invoice when the Primary Invoice is checked Paid.
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-177 BILLING - Auto create the Secondary invoice when the Primary Invoice is checked Paid.
Step-by-Step Instructions
Step 1: Navigate to the Invoice screen
From the Invoicing screen, filter for the client and date of service for which the payment was received.
Step 2: Post the payment
Check the box for Payment Received. Enter the Total Paid by Payer on the appropriate line. Make sure this is posted on the correct line (insurance payment on insurance line, client payment on the co-pay/deductible/self-pay etc.).
Enter the amount written off according to the EOB in the Write Off column.
Locate the Payer # column and enter the number that identifies the claim on the EOB. It will be necessary if a resubmission is required to be filed.
Enter the EOB Date and click Save.
If you bill secondary claims, best practice is to add the Claim Processing Code into the Claim Adj Reason Code field in PIMSY.
Step 3: Bill Patient (if needed)
Check the EOB for any patient responsibility. In the bottom-right portion of the Invoicing screen, if any payments were taken at the time of service, there will be another line reflected here. It will either be under Co-pay, or Deductible or Co-Insurance. If there is not, click Copy on the insurance line.
Change the Insurance Company on the second line to the appropriate self-pay type (co-pay, deductible, co-insurance.
Check the Invoice box, and in the Amount Invoiced field, invoice for the amount of the patient responsibility. This will now show up on the client’s statement, as well as provide a place to post the client’s payment when payment is made. Be sure to Save.