Post EOB 

Click the Billing Icon

Click the Post EOB button

The "Where did this Payment come from?" window opens:

Select the Payment Source from the list on the left. 

Click the Next Button.

The Post Payor Payment window opens:

Payment Posting Date:  Confirm or change Date of Payment

Clinic:  Confirm or change the Clinic the Payment is for

Include in next Deposit Slip: Check if you are using Quixote/QuickBook Depost Slips  (Highly Recommended)

Check Payment Amount:  Enter the Payment Amount

Check Number: Enter the Check Number

Comments: Enter comments, if applicable

Click the Next button

Note:  Scan the EOB and click the EOB tab

Click the Add File button to Add a copy of the Scanned EOB. 

Enter a Name and click the Save Button. 

Click the Next button

The Select Cases window opens:

Select the Patient's (place a checkmark next to their name) that are included in this EOB.

Click the Next button

The Post Payment from Payment Source window opens:

Payment Total:  This is the Payment Total of the check.

Payment Remaining:  This is the Remaining amount of the check to be posted.

Legend:

• Charge is unchanged:  No changes to the charge
  
• Charge is balanced:  This charge is balanced (zero balance)
  
• Charge is not balance:  The charge is NOT balanced
  
• Remaining on charge is disputed: Remaining balance is disputed
  
• Allow balance:  Allow balance, expecting payment at a later date or from another source
  

Add Ledger Button:  To add another Patient Ledger, click the Add Ledger Button

Sort By: Select from the drop down

• Last Name
  
• First Name
  
• Case Description
  

Date:  Date of Charge

Description: CPT Coder and Description

Post:  Applying the Money (See below)

Edit:  Redistribute the amounts

Flag: Allowed balance

Patient Balance:  Patient balance on this charge

Expected:  Amount Expected from the Payor

Amount: 

Payor Balance:

Responsibility:

Paid:

Write Off:

Disputed:

Adjustment:

Total Charge:

Auto Apply Expected Amount:  If the Payor has paid what was expected, click the Auto Apply Expected Amount, instead of clicking individual charges.

Post Button:  Click the Post button to open the Distribute Payment window  

• Reset Button:  Resets Amounts to zero
  
• Payment Amount:  Enter Payment amount, if applicable
  
• Transfer to Patient: Enter amount to transfer to the patient, if applicable
• Write Off: Enter write off amount, if applicable*
• Adjustment: Enter adjustment amount, if applicable*
• Disputed: Enter disputed amount, if applicable*

* The Reason for the:

• Write Off
  
• Adjustment
  
• Disputed
  

window opens:

Select the Reason from the List and click the Save button 

If the Reason is NOT in the list:

Select Reason and enter the New Reason.

To save the New Reason to the list for future use, click the "Save to List" box.

Click the Save button. 

To Edit the Charge, click the Green Pencil 

The Edit Charge window opens:

Make appropriate changes to the charge as necessary

Click the Save button. 

Post Payment:  When the Remaining Amount is zero, click the Post Payment button.

The  Verify Posted Payments window opens:

Verify the information you are getting ready to post.

• Payment
  
• Write-Offs
  
• Disputed
  

Click the Post Payment button.

Return to Billing          Return to Reference Guide