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When an invoice has an insurance share, an Insurance payment is created for it automatically, marked as unclaimed. When the insurance company pays you, mark it as claimed.

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📋 See what each company owes

Open the insurance company (Associates → Insurance Companies) and go to the Payments tab: Insurance company payments Show Analytics shows the Unclaimed Insurance (still owed) and Claimed Insurance (paid).
  1. Mark Claimed: mark one payment as claimed.
  2. Mark All Claimed: mark every payment in the list as claimed. Filter the list first, for example by date, to match the company’s statement.
You can also follow all insurance payments from Finances → Payments: filter by Insurance Company and use the Unclaimed Insurance card. See Payments.
A doctor’s percentage from an insurance payment is only counted once the payment is claimed. If a claim was marked by mistake, click Mark Unclaimed on the payment.