Overview

TDO allows the ability to process an insurance payment that covers several patients.

Detailed Instructions

Receiving Bulk Insurance Payments

When an insurance carrier sends a bulk payment for multiple patients, this is recorded under Insurance Tools > Receive an Insurance payment.

You will enter the details of the payment: Amount, Carrier, Type of Payment, Payment Reference, Doctor for Deposit.

Then you will apply the appropriate amount of the total payment to each individual patient and you can close the claim on each line you have applied payments to.
Once you hit save and close it will apply all of the individual payments on the selected charts and allow you to make any adjustments to those accounts at that time.

Bulk payment via credit card:
In version 12.405g and above of TDO, you are able to receive a bulk insurance payment using Worldpay services. To do this, you will follow the steps above and for type you will select credit card and reference will be the type of (virtual) card. It will then run a single time and apply to all patients.

If you are in a version older than 12.405g, you will need to run the full amount of the credit card payment on one patient, then debit adjust that patient (click the box to create a check in QB if you are running the sync) and DESELECT the option to process a credit card refund. Then on the other patients you will receive the credit card insurance payments and DESELECT the options to process a credit card payment. Your deposit slip will be over by the different but your adjusted receipts will be correct for the day. (This is the same as if you were running payments and refunding on the same day.)

How to change a patient's insurance when it is no longer active

Marking the insurance inactive. Flipping primary insurance and secondary insurance. If the claim was sent to the wrong company it has to be voided before recreating it under the proper carrier.