Apply a refund/reversal within this section to refund an insurance payment and reverse the adjustment. A refund or reversal should only be done if the check number is the same as the original payment.
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.
All charges and claims will have their status changed to Claim At [Insurance].
In the Paid field, enter a minus sign (-$20.00) and the refund amount.
In the Adjustment field, enter a minus sight (-$20.00) and the reversal amount.
Click the Done button.