Posting Payer Payments

Most often the ERA (remits) Checkpoint receives will update sessions with the payments received from the payer. Occasionally, a provider may need to post the payments manually. Follow the steps below to post a payer payment manually. 

1. Select the Client menu

2. Select the icon for the client whose payment needs to be posted

3. Select the icon of the session you'd like to apply the payment to

4. Select the icon in the "Payment" box

5. Enter the payment date (see image below)

6. Select Payer: Insurance Company (see image below)

7. Enter paid amount (see image below)

8. Complete any other field as necessary

9. Click Add

The red arrows indicate required fields, but you can add additional information if needed. Below is a brief description of each field. 

Date: Enter the date the payer paid.

Payer: There are a couple options under this section but for payer payments, choose the name of the payer.

Session Status: If the session is paid in full, enter Processed. If a partial payment is received, leave as incomplete.

Check #: Enter the check number for agency record if received from the payer. 

Paid: Enter the amount the payer paid.

Ins Allowed: Use this field when the charge amount is higher than the payment amount to achieve a zero-dollar balance. Charge Amount - Ins Allowed Amount = Session Balance

Memo: Enter any additional information about the payment in this field.