Post an Insurance Payment (Single Patient)

Insurance Check Payments:

1. Open the patient chart.
2. Open the Transaction Window (Command T or Action > New Transaction).
3. For the Fee/Payment Type, select Insurance Payment - Check.
4. In the window that opens up, you will be asked to enter the check total, the check number, how much of the check should be applied to the patient, and notes. You will also need to select the claim to which you wish to attach the payment:

5. Click Tab.
6. Click Add Multi-Claim Insurance Transaction to Tops.

Insurance Credit Card Payments:

1. Open the patient chart.
2. Open the Transaction Window (Command T or Action > New Transaction).
3. For the Fee/Payment Type, select Insurance Payment - Credit Card.

4. In the window that opens up, you will be asked to enter the payment total, how much of the payment should be applied to the patient, and notes. You will also need to select the claim to which you wish to attach the payment. Make sure to uncheck "Use TopsPay" if necessary.

5. Click Tab.
6. Click Add Multi-Claim Insurance Transaction to Tops.