Posting a Single Payment

1. Click Payments in the navigation bar and then Create a transaction.
2. On the New Transaction page, enter the deposit date and the transaction amount.
3. Start typing the payer name and then select it from the list.
4. Select the type of payment and enter the transaction number, which is the check number or payment identifier from the EOB. If transaction type was a check, enter the date the check was issued in the transaction date field. For other transaction types, enter the EOB date.
5. To apply a payment to an individual claim, enter the claim number.

   If you know the number, start typing the number and select it from the list.

   If you don't know the claim number, click the search icon and enter the customer's name and service date.

6. After you enter the claim number, the information for the claim displays.  If this information is correct, scroll down to the bottom and look at the Unallocated field. This field should read 0.00. If it is not zero, you must reconcile the difference. Once the unallocated amount reads zero, you can click Post transaction.