Posting an Insurance Refund

When an insurance issues a reversal of payment or you need to create a refund for an overpayment, please follow these steps:

1. Navigate to Payments > Enter Payment > Single Session.
2. Locate the session using the filters necessary (i.e. Client/Patient, Service Date Range). 
3. Click on the  icon next to one of the service lines on the Date of Service.
4. In the Payment History box, locate and unassign any client payments using the  icon if the Patient Responsibility has changed with the reversal/refund.                
5. Using the New Payment/Adjustment entry form, select Insurance w/o Adjudication as the Type. Ensure that the Received from has the correct payer listed. Fill in the remaining fields with the check information.                                                            
6. On each service line, enter negative payment and adjustment amounts according to the reversal/refund and select the appropriate session action. 
7. Click Submit. The Payment History area will reflect what was posted.