Did your payer send back an EOB that contains a refund or reversal? If the EOB contains check number is the same as the original payment, learn how to edit the original check to process the refund/reversal.
Processing a refund/reversal with a new check number? Reference our Process a Refund or Reversal with a New Check Number Help Article for step by step instructions.
Select Payment > View.
Fill in the option for Insurance Payment.
Enter the check number In the Search field.
Optional: Include Additional Options in your search criteria, such as Payer, Received/Check Date, or Type (EOB, Payment) or choose from the Recently Opened list.
Click
.Select the Insurance Payment that meets your criteria from the Insurance Payments window.
Select the Add Payment for Claim button and find/select the same claim previously paid.
When the warning "A payment has already been entered for the claim. Would you still like to add a new payment?" appears, click Add Payment.
Click the Action drop-down and select Refund/Reversal.
Select the radio button with the existing payment/adjustment (check # -date) and click Automatically Reverse Payment.
The system will automatically add the correct payment/adjustment amounts with negative signs, and the balance will behave as expected since it includes both the original payment/adjustment and the new refund/reversal.
Click the Done button.
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