The "paid by" option in an insurance write-off allows you to specify how the insurance payment is covered, either by primary or secondary insurance. This ensures accurate tracking and recording of payments, making it easier to manage and reconcile insurance transactions. By selecting the correct option, you keep your records clear and up-to-date.
To add the "paid by" option in an insurance write-off using the apollo dashboard, follow these simple steps to ensure accurate documentation of insurance payments.
Step 1: Log in to your Apollo Dashboard with your credentials.
Step 2: Click on the "Transaction" tab in the dashboard menu.
Step 3: Choose "Paid By Insurance" from the dropdown options.
Step 4: The Paid By Insurance page will appear. Navigate to the Transaction Information section.
Step 5: Complete all required fields. From the "Paid By" dropdown menu, select either Primary or Secondary.
Step 6: In the Line Item section, enter the amount in the appropriate field.
Step 7: Click the "Save" button.
Step 8: A "Transaction Added Successfully" message will be displayed. Click the "OK" button to proceed.
Step 9: After clicking "OK," a popup titled “Write Manually” pop-up will appear.
Step 10: In the popup, choose the "Manual Write-Off" option.
Step 11: The Insurance Information page will open, displaying the updated amount in the Line Item. The paid be option is changed into the “Write Off By”
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