As you receive payments from insurance companies, you will use the information provided on the EOB to post Payments and Adjustments in MBSWin. Payments & Adjustments are posted in Batches. It is up to your practice to decide how to group your Payments & Adjustments, but many like to separate them into Batches based on separate insurance checks. Perform the following steps to enter a Batch of Insurance Payments:
The Payment & Adjustment Batches screen will appear, as shown below.
The Transaction Batch screen will appear, as shown below.
The Add button is now active, and you can begin posting Transactions.
The Select Encounter Services screen will appear, as shown below.
The Payments & Adjustments screen will appear, as shown below.
A new Select Encounter Services screen will appear. Repeat the above steps for the next Encounter (or, if you are done, simply close the screen).
Once you have posted all of the Payments for the Batch, your Transactions section should look like the example below, with a combination of Payments and Adjustments.
If there are any errors an error box will appear like below.
Click OK, and then double-check all of your information against the EOB. Once you have located and corrected the error, check the Ready to Close box again.