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

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.

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