Posting Payments in the Portal
1. Go to Orders
In the sidebar menu, select DME, then click Orders.
2. Open Payment Details
Scroll down the order page until you reach the Payment Details section.
3. Add a New Payment
Click the Add Payment button.
This opens the Add Payment form.
4. Complete the Add Payment Form
The form will display the Ordered Products associated with the order.
Enter the following information:
Insurance Type – Choose whether the payment is for Primary or Secondary insurance.
Amount – Enter the payment amount.
Claim Number – Provide the claim number associated with the payment.
EOB File Upload – Upload the EOB as a PDF file.
5. Submit the Payment
After completing all fields, click Submit to post the payment.
6. Edit Payment Details
To make changes to an existing payment, click the Edit Payment button next to the payment you want to modify.
Make the necessary updates in the form, then click Update Payment to save your changes.
How Payment Affects the Order Status
When a payment is submitted, the system automatically updates the order status based on the payment amount entered.
If the payment fully covers the total price of the ordered products, the status updates to PAID.
If the payment amount is less than the total price, the status updates to Underpaid, indicating a remaining balance.
If the payment amount is zero, the system marks the claim as denied, and the order status updates to DENIED.
These automatic status updates help you quickly understand the financial outcome of the order without manually calculating the remaining balance.