I’m trying to enter an insurance payment, the claim doesn’t appear on the insurance payment screen. On patient’s ledger, the claim shows that I printed it, but it says it’s closed. I don’t remember closing the claim nor making an insurance payment.

It is likely the patient information is indicated to assign the insurance benefits to the patient. When the benefits are assigned to the patient, insurance claims are automatically set as “Closed.”

To check, click the Edit button in the Patient Information section of the Patient Overview screen. If a check mark is indicated in the “Assign Benefits to Patient” box, claims will be automatically set to Close. When the box is checked, the patient will be responsible to the office for the entire amount of the transaction charge and claims are closed upon submission to the insurance carrier.

If insurance reimbursement is paid directly to the office, the check box should be empty.

Click the Save button to return to the Patient Overview screen.