NOTE: Before processing a payment, you must first complete the integration. See HERE for details.

Getting started:

Step 1: In PayDC, click on the [Billing] button. 

Step 2: 

  1. On the left, select [Insurance Payment]
  2. Payer: From the drop-down menu, select the Payer or insurance company that has sent the payment 
  3. Post Date: Choose the Post Date from the calendar or leave the current date 
  4. Provider: From the drop-down menu, select the correct Provider
  5. Method: Select the "Virtual Terminal" from the drop-down menu
  6. Reference #: Add this information directly from the EOB
  7. Total Payment ($): Type the amount of the insurance reimbursement
  8. Click the [Save] button at the bottom of the screen

Step 3: This will then load the Virtual Terminal.

  1. Under "Patient Billing", select "Card On-File"
  2. Select the [New] button to the right
  3. Choose [Credit Card]

Step 4: Add in the Card information and Billing Address. Click the [Save Card On-File] button once completed. Click the red X to close out, once the card has been successfully saved/added. 

Step 5: The card you added will now be listed in the "Patient Billing" section. Scroll down and select [Process Card On-File for $X]. Click [OK]

Step 6: Click the [Print Receipt] button if needed.

Step 7: The transaction will then be recorded in Cash practice, to be viewed at a later time. 

Optional: If you need to locate a report of all insurance payments like this, please follow the instructions below:

Step 1: From the Dashboard, click on the [Search Payments] button.

Step 2: Narrow down your search:

  1. Transaction Date: (optional) Select a transaction date range from the provided fields
  2. Storage: Choose [All] for Storage
  3. Auto-Debit Groups: Choose the group titled "INSURANCE_PAYMENT" from the drop-down menu
  4. Click the [Search] button at the bottom of the screen

Step 3: This then loads the report according to your search criteria for insurance payments.