Process a Refund or Reversal

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

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

  8. All charges and claims will have their status changed to Claim At [Insurance].

  9. In the Paid field, enter a minus sign (-$20.00) and the refund amount.

  10. In the Adjustment field, enter a minus sight  (-$20.00) and the reversal amount.

  11. Click the Done button.

  12. Click .