How to Manually Record a Large Insurance Check for Multiple Patients
1. In patient accounts, go to 'Manual Post Payments'.
2. On the Manual Post Payments report, fill in fields to narrow the search results (in blue box). Under the Payment Information, fill in fields for record of the payment (in red box). Click 'Search' for results.
3. Once the search populates, add the data from the EOB in the red box. Once all data is entered from the check/search results, click 'Post Payments'.
As you post payments, the 'Unapplied Amount' will reduce. The goal is to get this amount to $0. Click the 
button when ready to post. Note: While the goal is to make the unapplied $0, you can click with a balance in the unapplied field.
4. If there is still a balance in the 'Unapplied Amount' box when you post payments, you will be prompted to click 'Continue' to continue.
5. A popup will prompt you to confirm that you want to post match payments.
6. Once the payments are posted, this popup will show.
7. You are returned to the Manual Post Payments report with the payments shown (in the red box).
8. If there is a balance in the 'Unapplied Amount' box, add new search criteria to find the remaining patients/dates of services and follow steps 2 through 6 until the 'Unapplied Amount' is $0.
9. After the payment(s) have been applied, they will be reflected within each patient account under the service charge details.
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