Andre Explains How Payment Groups for Bulk Payments in Eaglesoft
Question: Would you please explain how Payment Groups and Bulk Payments work?
Answer: Payment Groups “link” Insurance Companies together. This allows Eaglesoft users to use the Bulk Payment Activity even if there are multiple versions of the same Insurance Company.
Example:
There are 10 “copies” of United Accordion and 3 that are named “United Akordian”. When you try to post a Bulk Payment using the Insurance Company selection the first version of “United Accordion”, the claims that are attached to the other 9 United Accordions and the 3 United Akordian will not show as available to post payments to.
With Payment Groups, I suggest that before you try to post a Bulk Explanation Of Benefits, you Edit each of the 10 “copies” of United Accordion and 3 that are names “United Akordian”. You can correct the United Akordians to the correct spelling and then add a Payment Group “code” (a 10-digit number and/or letter code you create) into each of them. See Picture for where Payment Groups are entered.
Now that you have a Payment Group Code in place, you can distribute the Bulk Payment across all the United Accordions and not just be limited to one specific version of the Insurance company. When posting a Bulk Insurance Payment, you can change the selection from Insurance Company (see Picture)
…to Payment Groups (see picture).
DISCLAIMER:
This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner of the practice. Eaglesoft is a registered trademark of Patterson Dental Company. All other software or products mentioned are the property of their respective owners. Although Andre Shirdan was an employee of Patterson Dental, he is not associated with Eaglesoft or Patterson Dental Company or endorsed by Patterson or any other Company Mentioned in this blog
