The insurance company (such as UnitedHealth Group) has disbursed the payment to you. However, they have issued a single large check encompassing payments for several different patients. In CareStack, this insurance payment is to be processed using the standard procedures.
Bulk Posting insurance payments help dental practices streamline the posting of insurance payments to multiple codes at once, saving time and improving accuracy.
Watch this video for a quick walkthrough.
Let's explore how to bulk post insurance payments.
Navigate to the System Menu > select Insurance Payments.
- When the Insurance Payment slide-out opens, the Insurance Receipts will be listed on the left-hand side.
- The orange highlight indicates the amount on the receipt that has not yet been applied to a claim and the number on the right indicates the total amount of the insurance payment receipt.
- Select the Payment.
- Search for the Patient.
- Select the relevant Method to Apply.
- To bulk post insurance payments for multiple codes, select Paid as Expected.
- On the pop-up that appears, enter any Claim Remarks.
- Click Submit.
- Go about posting the payment to the claim as usual and repeat the workflow for all the other patients individually.
| Note: You can also check the History tab for information on the posted Claims. This shows you a list of every amount that was applied to patients. |
Practices can use this guide to gain clear insight into how to post bulk insurance payments.