In certain circumstances, you may receive insurance processing information outside of Blueprint. In these cases, you can enter the information manually to reconcile a claim. You must have an existing claim in Blueprint to post the payment to.
Start by clicking on Billing from the Dashboard.
Select Insurance Payments from the three tabs on the page. Then click +Add Ins Pymt
Select the insurance, then enter the payment information. Save.
In the middle of the page, you'll now see the option to +Add Claims. Here you'll select the claim(s) you want to apply the payment to.
Select the client and service dates to which you wish to apply the payment. Apply.
Enter the Insurance Paid, Patient Resp, and Write-off amount (if applicable)
Once all the information has been entered, click Approve and Post at the top of the page.
Note: The Insurance Paid, Patient Resp, and Write-off amounts must equal the Total Billed Amount.