Firstly, the user has to do Recoupment against Insurance, and for that visit the following document:  How to do Recoupment against Insurance

Then Insurance can be Refunded in two ways:

• Insurance Refund (From Claims Adjustments ->Ins Refund)
• Insurance Refund (From Posting -> Ins Refund)

Insurance Refund (From Claims Adjustments ->Ins Refund) #

• Go to Billing > Patient > Billing History of the selected Patient.
• Click on the Claims Adjustment button.

• Claim Adjustment popup will be opened.
• Select the Ins Refunds radio button.
• Select Insurance Carrier from the dropdown menu.
• Select DOS from the dropdown menu.

• The popup will expand to add details for Ins Refunds.
• Select your CPT Code from the dropdown menu.
• It will show the Insurance Amount to Refund for the selected CPT (which was set in recoupment).
• Select Check if desired.
• Add Insurance Refund Amount.
• The Insurance Check Number will be auto-populating.
• You can also write Notes.
• Click on the Save button.

• An entry of this paid Ins Refund will be added against the DOS.

Insurance Refund (From Posting -> Ins Refund) #

• Go to Billing > Posting > Ins Refunds
• There is the entry of Ins Refunds.
• Click on the Refund button.

• A popup of Claim Adjustments with the radio button Ins Refunds selected will be opened.
• The Check field will be automatically populated with the Insurance refund amount.
• Select a Pay Date.
• Write Notes if desired.
• Click on the Save button.

• Ins Refunds Amount will be paid.
• Now, that entry is gone from Ins Refunds.

• Go to Billing > Patient > Billing History of the selected Patient.
• An entry of the paid Ins Refunds is added.