View Payment Entry screen. View Video, 2 min. 29 sec.

Part Of Bulk Check
If the insurance payment you are entering is part of a larger Bulk Check, then click the Part Of Bulk Check button in the upper right corner of the Charge Entry screen.  This will suppress this particular amount from being considered a single check, and therefore improperly being entered into the bank deposit. For example, suppose you received a bulk check from a carrier for $1000.  Three patients were included in the bulk payment, one for $200, another for $350, and another for $450.  The only check you received was for $1000 and that amount should reflect on the bank deposit.  You should not see an entry on the bank deposit for $200 or $450.  You have no actual check for $450 to deposit.  This is why the Part Of Bulk Check button should be used in this case.

Bulk checks are payments from insurance carriers that disburse benefits for multiple patients.  To post a bulk check in the Diamond Dental Software program you first perform a special Bulk Check posting of the entire bulk check which goes directly into the bank deposit. For a complete discussion on bulk checks, see section on Bulk Check Entry. After entering the actual bulk check, you will post payments for the individual patients that were on that bulk check using the special Part Of Bulk Check option.

Diamond Dental Software does cross referencing of bulk checks with their corresponding individual payments. To post a payment to a patient’s account that is part of a bulk check, go to the Posting screen, select Payments, and click the Part Of Bulk Check button.  The Bulk Check Selection screen will appear displaying all the bulk checks that have been entered for the day. Click the bulk check to which this payment is a part.  That will link that individual payment to that particular bulk check.  Also displayed on the pop-up for each bulk check is the amount that remains unlinked.  For example, for a bulk check of $1000 that has had two payments linked to it, one of $300 and another of $500, the Amount Unlinked will display $200.  If the payment you are about to post is $200, you know the bulk check has been cleared, if it’s less, you know their must be another payment to post against this bulk check.  This pop-up screen will also show you a list of the other patients who have so far been linked to a particular bulk check. View the Payment Entry screen after a Bulk Check has been selected.

Editing Bulk Checks
To edit a bulk check, you will need to go to the Posting screen.  From here go into the Bulk Check Entry screen.  Click the button labeled Select Bulk Check For Editing.  Click this button to display previously entered bulk checks and select the one in which you are interested.  You may then edit it in any way, or delete it if desired.