Posting Secondary Payments in TotalMD is not a very hard process.
The easiest way to post anything manually is to start in the patient’s ledger. This enables TotalMD to populate information regarding this patient, saving you data entry time. Once you are in the patient’s ledger, you will want to make sure that the primary payment has already been entered:
To apply the secondary payment, you will go to New Insurance Payment/Adjustment to the left:
This brings you to the Insurance Batch Payment Entry screen:
You will notice in this screen that the Primary Insurance information is populated in the box to the left. To change this to the Secondary information, you will go the right and double-click the secondary insurance:
You will then see the Secondary information populate to the left:
The next step is to enter the check or EFT number and the dollar amount of the payment:
You will then click Distribute to the left:
You will then see the ledger with the open charges:
You will then add your payment amount to the ledger:
Then you will post and close to the left:
In the Insurance Batch Payment Entry, you will then see the Distributed and Unapplied amounts:
You will then want to close your screen:
You will then see your payment in the ledger:
You will also see that your Insurance 1 and Insurance 2 have paid:
If you have questions regarding this functionality of TotalMD, please contact our support or training departments at 800-613-7597 Option 2 for Support or Option 3 for Training. If you would like a printable copy of this article, please contact Training at Option 3.