If a patient has dual coverage, you can collect up to the billed amount from insurance carriers before applying any write off. If the combined payments from the primary and secondary insurance carriers exceed the charges, the difference should be entered as an insurance overpayment and then refunded to the appropriate insurance carrier.
To post an insurance overpayment
How to get there
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From the Patient menu, under Financial, select Ledger.
The patient's Ledger page displays.
Tip: You can also access the Ledger page from the patient's Overview page > Ledger widget.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
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On a patient's Ledger page, clicktap Payment.
The Enter Payment (-) window displays.
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Enter the Amount of the payment.
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Select the Type of payment received from the insurance carrier.
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Select the applicable Claim.
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Make sure the Balance amounts are all equal to or greater than 0. You may need to remove one or more estimated Adjustment amounts.
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From the Insurance Adjustment list, select Offsetting (+).
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From the Adjustment Type list, select Insurance Over-pmt Refund.
The adjustment Amount displays the refund amount. This is the amount that was overpaid by insurance, which is the difference between the total payments received and the total charges billed.
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Click Save.
The refund adjustment displays in the patient's ledger. You can then send a refund check to the insurance company for that amount.
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