At times you will want to reverse a payment which a payor or patient had made previously. There are a number of reasons including Recoupment of and improperly paid claim, recoupment of a duplicate paid claim, bounced check, etc.
When this happens, you will need to reapply the payment amount to the claim to show it open instead of paid. We’ll use the example of a Recoupment of an improperly paid claim to illustrate.
| Step 1 | Find the correct Invoice and click on the Payor tab for the associated Payor. |
| Step 2 | Enter the recoupment amount in the Payment/Refund field with CHK or other payment type in the Payment ID field. Note: If your company has an ID specific to recoupment, you will want to use this code.
Tip: Since the recoupment is increasing the amount the Payor owes, opposite from a normal payment, we’ll enter it as a negative amount. This will reverse the payment, leaving a Remaining Balance. Check that you have entered the recoupment correctly by confirming the Remaining Balance has returned to original amount owed by the Payor. |
| Step 3 | If you decided to adjust the Invoice, enter this in Adjustment/Interest with a reason for the adjustment in ID.
Example: HSW for Hardship Write-off. |
| See Also | See How to enter Payments from a Payor |
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