Insurance Payment - EOB Processing

Here you'll learn how to post payments from the Bulk Payments or the Patient Account.

When your are posting EOBs in Office Practicum, you can use the "memorize" check feature as you are posting an EOB.

Learn how to post payments from the Patient Account. When you are ready to proceed with EOB posting, from a paper EOB, please follow the below steps.

Learn how to post insurance payments for multiple patients using the Bulk Payments window.

To process credit card payments in OP, you must be contracted with Instamed's Merchant Services; follow the steps to apply and allocate the credits properly.

When posting an Explanation of Benefits, there may be instances where you need to apply either a full balance or a portion of a balance to patient responsibility. Follow the steps below to transfer b

When posting EOB's from payers, there may be an instance where the patient owes a responsibility. These are step-by-step instructions on how to send a balance to a secondary payer.

Learn how to adjust a patient or insurance balance by following the steps below.

In some cases, insurance companies will take money back on claims that they have partially or fully paid to a provider, due to, but not limited to the following.

If an insurance payment was made to your office in error as a duplicate payment a user will notice that once a claim is settled there is not a way to post an additional payment on the claim.

Once a user has completed posting their paper remittance, you will want to ensure that the amount that was posted into Office Practicum balances to what was sent to you on the EOB.

In the event a patient's check is returned for any reason, you will want to post the returned check in order to keep a record of that transaction. The instructions below will walk you through how to

For children with tertiary insurance, manually change claim insurance to queue it, use CMS-1500 form, and follow specific posting steps.