Insurance Overpayments Workflow

Sometimes when you enter an insurance payment, you will notice that the insurance carrier paid more than expected. This may happen when a fee schedule is outdated or when there is improper coordination of benefits between the primary and secondary insurances. Whatever the reason may be, you will need to account for the overpayment to ensure that your Ledger is balanced.

Watch this video to learn how to record an overpayment in Ascend Academic. (Duration: 4:47)

Additional Information

• Your need the Manage ledger options user role permission set to modify adjustment types.

• Your need the Create charge adjustment user role permission set to add adjustments.