Mass Payment Posting

This article outlines the steps for posting insurance payments to multiple patient accounts.

Key Steps

1. Navigate to Insurance Payments

   • Access the main menu.
   • Select Insurance.
   • Click on Payments.

2. Create a Payment Group or Review an Existing Payment Group

   • If your claims were submitted through Trizetto, payment groups will automatically appear when they are ready for review. By default the status of these claim groups will be Needs Review.
   • If your claims were not submitted through Trizetto, you have the option to create a new payment group.
   • Click Add Insurance Payment.
   • Enter the insurance provider's name.
   • Upload EOB file for future reference (optional).

3. Create Invoice Payment List (Manual Workflow Only)

   • Specify the payment method.
   • Enter the payment date.
   • Input the REF number.
   • Add invoices to the payment group:
   • Search for patient names.
   • Select the corresponding invoices.
   • Choose the appropriate insurance for each invoice.

4. Review Charges and Adjustments

   • Check and modify adjustments and payments.
   • If your claims were submitted through Trizetto, these will be autopopulated.
   • If your claims were not submitted through Trizetto, you will enter these values.
   • Add any necessary adjustments and verify that the total matches the sum of the individual amounts. Compare the total amount from the EOB with the total entered to ensure accuracy.
   • Click Apply Payments to Invoices when you are ready to post the payments to invoices.

❗ Important Note: Only manually created payment groups that are in "Needs Review" status can be deleted.

Link to Video

If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.