Post an Insurance Payment (Multiple Patients)

Insurance Check Payments:

1. Open the first 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. After you have entered first patient's information, click Tab.
6. The patient field will be blank; type the name of the next patient on the check payment.
7. Enter the same information for your second patient; click Tab.
8. You will see the patients entered in the list below.
9. Once your Total Transaction Amount matches the Check Total, Tops will allow you to click Add Multi-Claim Insurance Transaction to Tops.
10. The payments will post in each patient's individual insurance ledger!

Insurance Credit Card Payments:

1. Open the first 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 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. After you have entered first patient's information, click Tab.
6. The patient field will be blank; type the name of the next patient on the credit card payment.
7. Enter the same information for your second patient; click Tab.
8. You will see the patients entered in the list below.
9. Once your Total Transaction Amount matches the Payment Total, Tops will allow you to click Add Multi-Claim Insurance Transaction to Tops.
10. The payments will post in each patient's individual insurance ledger!