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.
Select the Insurance Payment that meets your criteria from the Insurance Payments window.
Click the Action drop-down and select Refund/Reversal.
Click on the Status drop-down and set to Claim At [Insurance].
In the Paid field, enter a minus sign (-) and the refund amount.
In the Adjustment field, enter a minus sight (-) and the reversal amount.
Click the Done button.