Process Payments Using an Insurance Card
Adit Pay can conveniently process payments using an insurance card.
To begin processing insurance payments:
Navigate to the Adit Pay module
In the top navigation menu, select Payments. If you don’t see this option in the menu, click the three dots to view the rest of the menu options
Click on Process Insurance Payment above the payment table
Enter in the Patient Name and the Payment Amount to process.
Select from the following payment methods:
In Office Payment
If you have a physical insurance card and an office terminal set up, then you can select this method and swipe the card.
Manual Card Entry
If you have a virtual card then you can enter in the card details manually to run the payment.
Once the payment is processed, please note the following:
The payment will not post in the ledger.
The patient will not be notified/receive any receipt.
If the patient has an existing Adit pay balance, this insurance payment will not be paid towards that balance. So it will be up to your discretion to adjust any outstanding requests as needed.
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