Therasoft Support site > Therasoft Help Desk > Knowledgebase

Search help:

Ready to Post - How to post a payment


We are going to use a sample scenario. Let's say we received an EOB giving me the following information:

- Payer: United Healthcare

- Patient: John Smith

- DOS: 2/1/2018

- Ins. pays $50.00; Client Responsibility: $30.00; Write off:  $70.00

Now you go to Insurance, Ready to Post. 

1) Enter the date range for the Service Date (ex. 2/1/2018-2/28/2018)

2) Select United Healthcare from the Payer drop down and click Search

3) Type the client's last name in the LastName field on the right and click Go 

***You should now see this session and possibly several others on the screen.

Based on our scenario above:

1) The Amount should state $150.00 (add $50 + $30 + $70 above)

2) The Balance will say $150.00 as well if the client has not paid their portion or it will say $120, if the client has paid their $30.

3) Enter 50 into the Primary field

4) Enter 70 into the Write Off field

5) Hit Post

***If the client has not paid, you can now print the Client Billing Statement for them showing the $30.00 that they owe.


Was this article helpful? yes / no
Related articles Most commonly used reports:
What does EDI, ERA and EOB stand for?
How to add and apply an insurance authorization
Adding New Insurance Carriers
Emdeon Vision - Helpful Hints
Billing Statement Automation
How to send the pre-registration link or add a new client
EOB Life Saver button
Common claim rejections: What they mean and what actions you should take
Emailing treatment plan for Signature for client to sign
Article details
Article ID: 17
Category: Knowledgebase
Date added: 13-Mar-2013 8:52am
Views: 342
Rating (Votes): Article not rated yet (0)

« Go back