Overview
This article will explain how to manually enter and allocate a payment when you receive a paper Explanation of Benefits (EOB), and the electronic remittance advice (ERA) did not come directly into Procentive.
Add a Commercial Payment
- Go to Payments module.
- At the top of the screen change the drop-down View to Payments.
- Choose Add.
- The New Payment window will appear.
- The New Payment window will appear.
- Date Posted: Defaults to todays date.
- Date can be changed if needed.
- Reference: Enter a check number, an EFT #, or anything else that will identify this payment.
- Type: Select the type of payment.
- Payer: Select the payer you received payment from.
- Amount Received: Enter the full amount of the payment.
- Note: Optional.
- Choose Save.
- A new Payments Window will open, prompting you to begin allocated this money.
- Client/Claim: Type in the client's name.
- Click Tab on your keyboard.
- The client's name and number will appear below the search field.
- If more than one client with the same name is found, use the drop-down arrow after their name to choose a different client.
- All unpaid claims for the chosen client will appear on the bottom half of the screen.
- Locate the service line you received payment for.
- Choose new to create a new transaction.
- Procentive will apply the reference you just created. If not, choose a payment reference by clicking the drop down arrow
in the reference column. - Procentive will also default to a transaction type of Payment. If you need to change the type, clicking the drop-down in the type column.
- Procentive will apply the reference you just created. If not, choose a payment reference by clicking the drop down arrow
- Enter the amount of the payment.
- Click save.
- A green SAVED box will appear to indicate the transaction was saved.