Insurance payments that are associated with a returned ERA with Therapy iQ will be recorded directly to the ledger automatically.

However, if an insurance payment is received outside of the Therapy iQ platform, follow the steps below to record the payment:

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Select Reporting iQ.

Once you identify the line item you wish to record a payment for scroll to the right on the Ledger, and select the 3-dot menu icon

Select Add Insurance Payment from the menu

Enter the Insurance Payment amount you would like to record for this transaction, you can also add a Check Number, ICN Number and Billing Notes

Note: Check Number, ICN Number, and Billing Notes fields will be displayed on the export sheet, but not on the Ledger view.

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Select the Confirm button. The Payment will now be recorded in the insurance payment column on the Ledger

Note: Insurance payments that are associated with a returned ERA with Therapy iQ will be recorded directly to the Ledger automatically.