Reverse insurance payments with a simple, easy workflow and quickly negate previous payments without having to manually enter the information!

Full Payment Reversal

Instead of spending time reversing individual charges associated with an encounter, reverse the full payment in its entirety! This workflow is extremely useful when reversing an entire ERA payment or when a payment is associated with multiple encounters.

Access an Insurance Payment

Begin by navigating the Insurance Payment tab in the menu bar and selecting the Posted tab in the secondary menu. Then, select the payment row you intend to reverse

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In this Insurance Payment example, there are two encounters with a payment amount of $900.00 and $300.00 applied, totaling $1,200.00 and a $0.00 balance due.

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In this example, we have only selected one patient. Larger amounts and more encounters can be reversed by selecting multiple patients at a time.

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Reverse the Payment

To reverse this $1,200.00 payment, click the Reverse button at the top of the Insurance Payment.

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Confirmation of Full Reversal

A payment reversal cannot be undone. You must type CONFIRM and select the Continue button to confirm and complete the entire reversal.

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After confirming the reversal, the system will automatically navigate you back to the main Insurance Payment screen.

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Accessing the Reversal 

From the main Insurance Payment screen, navigate to the Posted tab within the secondary menu bar. One reversal payment will be created for all encounters/patients in the original payment. To access and manage the reversal, click on the payment row.

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You will see the reversal notification bar up top and the negative amount in each line item below.  

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Partial Payment Reversal

To partially reverse an Insurance Payment, you can reverse a single charge associated with a single encounter

Access an Insurance Payment

Like a “full payment reversal,” begin by navigating to the Insurance Payment tab in the menu bar and select the Posted tab in the secondary menu. 

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Then, select the encounter you intend to reverse.

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Navigate to the bottom of the payment screen and click on Payment Details

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Create a Reversal Action

Once the Payment Details window pops up, find the payment you intend to reverse and click on the reverse icon on the right-hand side of the table. You can reverse many payment details associated with that payment, such as the Allowed Amount, Disallowed Amount, Co-insurance Amount, Co-payment Amount, Deductible Amount, Other Patient Responsibility, Payment Amount, Adjustment Amount, and Total Adjustment Amount.

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Confirmation of Partial Reversal

A payment reversal cannot be undone. You must type REVERSAL and select the Continue button to confirm and complete the entire reversal.

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A notification bar will appear in the top right-hand corner of the screen, indicating that the reversal has been saved and posted. At this point, the encounter will need to be refreshed to display the latest payment details.

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Refresh the encounter

To refresh the encounter screen and reload the latest information, click the Save button in the top right-hand corner of the Encounter screen.

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After reloading, the reversal payment record is added to the encounter.

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After a payment reversal, there are no actions available for selection. The reversed payment and the original payment cannot be undone. The encounter balance will be updated to the previous balance prior to the payment and reversal being made.

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The encounter balance will be updated to the previous balance prior to the payment and reversal being made.

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Finding the Reversal Details

Click on the system-created reversal insurance payment to get more details:

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Details of the reversal are shown, such as:

  • The insurance payment has a Posted status.
  • The Payment and Posted dates reflect the date on which the reversal was created by the system.
  • The Payment Amount shows the negative amount of the exact amount that was reversed.
  • The Payment Method is the same as the original payment.
  • All the negated payment amounts will be in red color with a negative sign before the number

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If the Payment was made through check, the check number for the reversal is in the format: Originalchecknumber (R)

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Impact of Reversals on Reports

Reversed insurance payments will appear in the following reports:

  • Patient Ledger
  • Insurance Payment Report
  • Transaction Journal Report
  • Revenue Report
  • Charge Revenue Report

 

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