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Is There a Way to Post Insurance Payments by Credit Card?

To make a new payment type for the Insurance Credit Card, go to References > Payment Types > Add New Record > Choose Insurance Payment classification > Check ‘Show in Menu’ and create the new name. There is a character limit of 17. 
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Setting up the new payment type using the Insurance Payment classification will ensure several things:

  • The payment window will display EOB (allowed, disallowed, and write off) information.
  • It displays in reports as an insurance payment.
  • Insurance payments entered will automatically close the associated claims. 

Currently, while you can use Credit Card as the classification, it will not show the EOB information and you will need to manually close all claims after entering these payments. If you want the record to show on the deposit record as a credit card instead of a check, please submit a suggestion ticket to our engineers with any additional details you would require of this style of payment. 

 

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