Insurance Payment Withhold Column

Within the Insurance Payment screen, there is a column for any withheld amount from insurance. This column is intended to be used when an office would have been paid more, but some kind of fee is incurred. It could be the case that an employee plan withholds some amount for administrative costs, or perhaps a payment processor has a fee for processing the payment. The amount that has been withheld should be entered into the Withhold column. The Check Amount and Paid columns should reflect what actually hit your bank account.

For example, if insurance would have paid $50 toward a claim, but they are withholding $1 for an administrative fee, the check amount would be entered as $49, the Paid column would be $49, and the Withhold column would be $1.

Note: Any Medicare sequestration amounts should be posted in the Adjusted column, not the Withhold column. Posting the sequestration amount in the Withhold column will lead to a claim balancing rejection if submitting an electronic claim to a secondary payer.