Process an Insurance Payment with a Virtual Terminal

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

Click the Create patient button to create an Unlinked Patient

Name the patient 'Insurance Payments'

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)

Once the Insurance Payments unlinked patient has been created, click on the Payments Dashboard from the left side menu of Engagement

Click on Collect payment button found in the upper right hand corner

Click Virtual terminal from the dropdown menu

Search for and select the patient named Insurance Payments

Enter the amount to be collected for the patient

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 an example of what the Virtual Card might look like:

When entering 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:

Remember to de-select the "Save this card for payments" checkbox as we do not want to save the virtual card

Click Submit

Manually post the individual insurance payments to each patient ledger

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

Select the Actions button to the right of the Insurance Payments transaction and then click Manually mark as "Posted to ledger"