Adding a New Claim Payment

1. Navigate to Claim Payments

• Go to Billing > Claim Payments in the left sidebar to access all payment records.

2. Click "+ Add Payment"

• In the top-right corner of the screen, click + Add Payment to open the payment form.

3. Fill Out Payment Details

Complete the fields in the Add Claim Payment modal:

• Payment Amount

• Payer

• Bank Name

• Payment Method (e.g., Credit Card, EFT, Check)

• Reference # (e.g., Check number or transaction ID)

• Notes (optional) — Comments or internal notes

• Mark as Verified (optional toggle)

Click Next to continue.

4. Select Claims to Apply the Payment

At the top, you'll see:

• Total AMT – The full amount of the payment you entered

• Applied AMT – The amount currently distributed to claims

• Open AMT – Amount remaining to be applied

Claim Table Overview

Each row shows a claim with key info:

• Claim ID

• DOS (Date of Service)

• Client

• Total Billed

• Total Paid

• Balance

• Aging

You can filter by:

• Client

• DOS

• Search by Claim ID

Expand to View & Edit Bills

Click the dropdown arrow to expand a claim row. You'll see related bill lines with:

• Bill ID

• DOS

• CPT Code

• Units

• Billed / Allowed

• Deductible / Copay / CoINS

• Paid

• Prev. Paid

• Balance

All editable fields will show as blue underlined inputs when in edit mode.

You can click Pay This Bill to apply a portion of the payment specifically to that bill line.

Available Actions per Claim

• Pay in Full – Automatically applies the full remaining balance

• ✏️ Edit – Opens bill line fields for manual entry

• 🚩 Appeal – Opens a modal to enter the reason for appeal (required field).