Process a Refund or Reversal with an Existing Check Number

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.

  1. Select Payment > View.

  2. Fill in the option for Insurance Payment.

  3. Enter the check number In the Search field.

  4. 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. 

  5. Click .

  6. Select the Insurance Payment that meets your criteria from the Insurance Payments window.

  7. Select the Add Payment for Claim button and find/select the same claim previously paid.

  8. 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.

  9. Click the Action drop-down and select Refund/Reversal.

  10. 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.

  11. Click the Done button.

  12. Click .