Payment Details button on View EOB page (! next to post button)

Payment Details button on View EOB page (! next to post button)

Yellow means there has been an overpayment.  If you click the Payment Details button (screenshot #1) you can move the patient payment to the deposit account (screenshot #2). This will allow you to post the payment from insurance.  Please note, the Post button will remain grayed out until the overpayment has been moved to the deposit account.

Green means you can post the insurance payment as you normally would.  You could also post a client payment from the deposit account if there is an available balance.

    • Related Articles

    • EOB Life Saver button

      Gray: No EOBS.   GREEN: EOB’s are ready to post.   RED: Denied EOB’s -The denied eobs will stay red for 10 days to give you enough time to. Work the denied eobs, then you are able to change the date range if it is past the 10 days.   ...
    • 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 ...
    • Missing View Insurance button on Client Registration page?

      1. Go to Insurance/View Clients 2. Click the Add New button at the bottom of the screen 3. Click the Client's name 4. Click OK to insert the record 5. Repeat steps until all client names are cleared from the list
    • Adding New Insurance Carriers

      The most important part of adding a new Insurance Carrier to your list is to first verify the Payer ID to be used through Change Healthcare. You can do a lookup using the following link but remember that you may not find it by name and may need to ...
    • What does EDI, ERA and EOB stand for?

      EDI stands for Electronic Data Interchange and allows us to submit your claims electronically. ERA stands for Electronic Remittance Advice and allows us to post your EOBs electronically eliminating paper. EOB stands for Explanation of Benefits and ...