Manual Refund Process

Owned by Liane Melendez
Apr 03, 2023
2 min read

Insurance Specific

 Instructions

Insurance Level -

  • If you receive notification from the insurance payer, they are requesting the $ back for whatever reason. You will need to create a New Remit, and the posting will need to be IDENTICAL to the Remit received!

Meaning, If there is a $0.00 balance, because they are taking $$ back on 1 claim form, & paying on another, you will document this & then select Next Allocate Claims tab below

  • Then pull the patients claims in the same process as when posting a payment…select the lines from the previously posted claim, & any other that is indicated from the EOB the Insurance provided for recoup

  • Make sue that the amounts that are getting entered also represent what is on the relevant EOB…

Place in what the Allowed Amount is, any adjustments and place in the negative payment (-000.00) for take back / refund

  • In the below screen shot, you will see this represented:

  • Now, this refund is completed and This is Completely Reportable!

 

 Related articles

Appling a Patient Refund to a Service

Unallocated Refunds

Patient Specific Refund Process

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