Kasper allows you to process insurance card payments directly through the Kasper. Once processed, the payment will be automatically allocated to the corresponding insurance claim in Open Dental, ensuring accurate claim posting and balance updates.
Step-by-Step Guide
1. Start the Payment Process
From the Dashboard, click the dollar sign ($) on the patient card.
OR,
Go to the Communication tab, search and select the patient, then open the Payments tab and click Process Payment.
2. Select Insurance Payment
In the "Process Payment" menu, choose Insurance Payment.
3. Allocate the Payment to Claims
A list of all submitted claims from Open Dental will appear.
Select the claim(s) you want to apply the payment to.
Select the related procedures, then enter the insurance payment amount per procedure and add any remarks.
Click Continue to Payment.
4. Process the Insurance Card
Choose one of the following methods to process the payment:
Terminal – swipe, tap, or insert the insurance card.
Manual Entry – type in the card details securely.
5. Confirmation and Posting
Once the payment is successful, a confirmation message will display.
The associated claim will automatically be marked as Received in Open Dental.
The patient’s balance will be updated accordingly.
