Let's explore how to transfer incorrectly posted payments to the correct patient.
Navigate to the System Menu > select Insurance Payments.
- Select the Posted tab.
- Select the intended Receipt.
- Click on the History tab.
- Click on the desired Code.
In the Code Details tab, under the Billing Details section,
- Click Reverse on the Insurance Payment receipt.
On the confirmation modal that opens up, click Proceed to continue.
- Checkmark the claim.
- Enter the Reason for Re-open.
- Click Re-open Claim and Proceed.
You will receive a toast notification stating, 'Transaction(s) reversed successfully.'
The reversal will be reflected in the grid.
To transfer the reversed amount to the desired patient,
- Select the Apply Payment tab.
- Select the desired patient.
- Select Paid as Expected, Add Claim Level Payment or Add Line Level Payment as required.
- Input the required details for the selected option, review and click Submit.
Practices can use this guide to learn how to transfer incorrectly posted payments to the correct patient.