How to Create an Insurance Payment

To start an EOB reimbursement:

• Begin in Crown by clicking on Insurance Payments on the toolbar to the left.
• Click Start Insurance Payment on the upper right corner of the Insurance Payments box. From here a new screen will open, search for the patient presented to you on EOB.

Next, you’ll see a list of open claims for that patient. Any of the blue numbers on the EOB are adjustable. Make sure the payment amount, write off amount, and patient portion amount match your EOB.

* If there is a patient portion, you can click the payment request number and add in the patient portion.

Once all the numbers align with what is presented on the EOB

• Click add patient to reimbursement. If you have chosen to do a payment request, a line will appear asking you to verify the payment request information.
• After confirming that all input/uploaded information is correct, simply click save.

Now, you can continue to add patient to reimbursement. If there are multiple patients on the EOB, you can add them in the same way you did the first

• To finish, click Finalize Insurance Payment.

Finally, a new screen will open where you can enter the credit card, check, or EFT payment. Once payment information is entered, you can process the payment. This action will run the payment, close the claim in open dental, and send out a patient payment request.

Multiple patients who have the same insurance card must be added one at a time.