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Engagement: Processing a Payment Using an EOB Virtual Card
Engagement: Processing a Payment Using an EOB Virtual Card

This article will discuss how to process an insurance payment ('EOB') through the Engagement Payments Virtual Terminal.

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Written by Jolynn Marcum
Updated over a week ago

With Payments in Engagement, you have the ability to complete payments via the Virtual Terminal. Here you are able to process insurance payments using the Virtual Card provided, this is most likely found on the Explanation of Benefits (EOB) Document. This article will discuss how and where to access the necessary information to do this successfully.

Process an Insurance Payment with the Virtual Terminal

Access to the Payments tab in Engagement is restricted to users with admin privileges. To learn more about user permissions, click here.

  1. Access the Payments Dashboard from the left side menu of Engagement

  2. Click on Collect Payment button found in the upper right hand corner

  3. Select Virtual Terminal from the dropdown menu

  4. Search for and select the Patient you wish to apply payment to, then click Next

    Note: If your Insurance Reimbursement payment does not allow you to post separate transactions for each patient's payment, click here for further instructions.

  5. Enter the amount to be collected for the selected patient.

  6. Enter in the card information provided on the EOB (most likely found on the Explanation of Payment page). An example of a common Virtual Card type is QuicRemit, here is what the Virtual Card might look like:

  7. When entering in the Zip Code, do NOT refer to the zip code found at the top of the EOB, this is the return address. Instead, refer to the address provided on the last page of the document:

  8. Remember to de-select the "Save this card for payments" check box as we do not want to save the virtual card

9. Click Submit


What if my Insurance Payment Card does not allow for multiple transactions?

In some cases, your virtual EOB card may not allow for you to run transactions separately. If you need to process an insurance reimbursement payment in one transaction we recommend following the steps below.

Create an Unlinked Patient to Process an EOB Payment

  1. In your Engagement module, select Patients from the left side menu

  2. Select the Create Patient button to create an Unlinked Patient

  3. Give this patient the name: Insurance Payments

  4. You will need to add a 'date of birth', mobile number, or email (Tip: We recommend adding your work email so that you can receive the receipts)

  5. Once the unlinked patient has been created, access the Payments Dashboard from the left side menu of Engagement

  6. Click on Collect Payment button found in the upper right hand corner

  7. Select Virtual Terminal from the dropdown menu

  8. Search for and select the 'Unlinked Patient' you created above in Step 3 (named 'Insurance Payments')

  9. Run the transaction amount for the entire amount of the insurance reimbursement

  10. Manually post the individual insurance payments to each patient ledger

  11. In your Engagement Payments Dashboard locate the deposit made under the name Insurance Payments

  12. Select the Actions button to the right of the Insurance Payments transaction and then click Post to Ledger

Keywords: Engagement Payments, Payments in Engagement, Insurance Card Payments, EOB payments

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