---
title: How to do Insurance Refund
description: "Firstly, the user has to do Recoupment against Insurance, and for that visit the following document:  [How to do Recoupment against Insurance](https://legendehr.com/docs/how-to-do-recoupment-for-insurance-patient/) Then Insurance can be Refunded in two ways: - Insurance Refund (From **Claims Adjustments**->**Ins Refund**) - Insurance Refund…"
url: "https://legendehr.com/docs/how-to-do-insurance-refund/"
updated: "2024-02-20"
category: LegendEHR / Billing
---

# How to do Insurance Refund

Firstly, the user has to do Recoupment against Insurance, and for that visit the following document:  [How to do Recoupment against Insurance](https://legendehr.com/docs/how-to-do-recoupment-for-insurance-patient/)

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.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-72-1-1024x512.png)

 

- **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.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-73-1-1024x509.png)

 

- 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.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-74-1.png)

 

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

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-76-1-1024x507.png)

 

# Insurance Refund (From **Posting**-> **Ins Refund**)

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

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-77-1-1024x510.png)

 

- 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.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-79-1.png)

 

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

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-82-1024x341.png)

 

 

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

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-83-1024x513.png) ![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-84-1024x159.png)