Where can you find the amounts paid by primary and secondary insurance on reports?

The feature for viewing amounts paid by primary and secondary insurance on reports allows users to efficiently access and analyze payment information related to patient transactions.

Step 1: Log in to your Apollo Dashboard using your credentials.

Step 2: Click on the "Transaction" tab in the dashboard menu.

Step 3: From the dropdown options, select "Paid By Insurance”.

Step 4: The Paid By Insurance page will open. Navigate to the "Transaction Information" section.

Step 5: Fill in all required fields. Select "Primary" from the "Paid By" dropdown menu for the first transaction.

Step 6: Repeat Step 5, but select "Secondary" from the "Paid By" dropdown menu for the secondary transaction.

Step 7: In the "Line Item" section, enter the payment amount into the appropriate field and note the date for the report. This allows you to view both primary and secondary payments on reports.

Step 8: Click the "Save" button.

Step 9: After saving, a "Transaction Added Successfully" message will appear. Click "OK" in this message.

Step 10: A popup titled “Write Manually Post Line Item to the Same Line Item Date Range” will appear. Click the “Close” button.

Step 11: Open the "File" menu and choose "Transaction." The transaction page will appear. Select "Payment by Primary and Secondary Payor" and set the date range for the payments. Pick the patient and then click "Print Report" or "Review Result" to see the amounts paid by the primary and secondary insurance.