How to Enter a Check & Post an EOB

  1. Click on the Search icon
  2. Type Payments
  3. Click on Payments/Adjustments (My Office)

Entering a Check

  1. Click on the New EOB/Payment/Adjustment icon
  2. Select Date of Check
    1. Select Type from drop-down menu This would be Client Payment, EOB/Payer Payment, or Adjustment
    2. Type the check Amount This is the dollar amount of the check you’re posting
    3. Select Payer or Select Plan from the drop-down menu This is who the check is coming from
    4. Select Payment (pmt) Method from the drop-down This is the form of payment, cash, check, etc.
    5. Type in the Ref # This would be the check number
    6. Select the Location from drop-down menu This would cover Mental Health, SUD or Patient Portal
    7. Select the Source from drop-down menu This is where you received the payment from
    8. Click on Update Now your check has been entered

Posting an EOB or Client Payments

  1. Click on Service Search tab
    1. Select your Parameters
    2. Make sure a check mark is on Find Only Services Where the Balance >0
    3. Select the service(s) you want to post this payment towards
    4. Click Select

  1. Type the amount of how much was paid toward the charge
    1. Type an adjustment amount Only apply if there is an adjustment
    2. Select Adjustment Code from the drop-down menu
    3. Select who the balance will be transferred to from the Trf To Field drop-down menu
    4. Select Trf Code from the drop-down menu
    5. Click Add
    6. Click Update
    7. Pop-up box: Are you sure you wish to apply these payments/adjustments to the selected services? Click Yes