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.
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.
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