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Entering Manual Insurance Payments

Some insurance payments still arrive as paper remittances. When this happens, you’ll need to manually enter them into the Lightning Step system to keep your records complete and accurate. Here’s how to do it, step by step.

Step 1: Go to the Financial Dashboard from the main menu.

Step 2: Select Payments Dashboard.

Step 3: Click the Unallocated Insurance Payment tab.

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Step 4: Choose Manual Insurance Payment.

Step 5: Pick the payer from the dropdown menu.

Step 6: Enter all payment details: check number, date, payee, reference number, amount, and payment method (check or card).

Step 7: If the payment was deposited directly into your bank account, mark it as reference only.

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Step 8: If you work with a payment vendor and the payment wasn’t directly deposited, leave the reference box unchecked and enter the required payment info.

Step 9: Fill in the deposit date. This field is crucial for accurate reporting and easy lookups later.

Step 10: Attach a scanned copy of the EOB file if you have one.

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Step 11: Click Save. The screen will refresh and take you to the manual payment allocation screen.

Allocating manual payments is explained in a separate tutorial. For more information, refer to your internal documentation or reach out to the Lightning Step support team if you have questions.

Keeping your payment records up-to-date ensures proper allocation and smoother financial reporting.