Tracking Additional Insurance Payments

When working with insurance claims in IntakeQ you may come across a situation where a claim was paid out and marked as processed, but you need to track an additional payment on the claim.

This article assumes you know how to track manual insurance payments, if not please see the following article: Tracking Insurance Payments

This can be done by following the steps below:

  1. First navigate to "Lists > Claims", then select the "Payments" view at the top of this page.
  2. Click the blue "Add Payment" button; then enter the Insurance payer, payment details, and click "Continue".

  3. Now you'll need to locate the claim you'd like to add the payment to by selecting "Search Other Claims".

  4. Once you've found and selected the appropriate claim, it will be added to the list of claims for that payment. The remainder of the process is the same as tracking a normal payment, you can repeat this multiple times if needed.

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