Quickly reverse payments with a simple and easy workflow without having to manually enter the information!
Full Insurance 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 to the Insurance Payment tab in the menu bar and selecting the Posted tab in the secondary menu.
Select the payment row you intend to reverse.
In this Insurance Payment example, there are two encounters with a payment amount of $200.00 and $250.00 respectively. This totals to $450.00.
In this example, patients have only 1 encounter associated with them. But this reversal functionality also works for patients associated with multiple encounters.
Reverse the Payment
To reverse this $450.00 payment, click Reverse at the top of the insurance payment.
Confirmation of Full Reversal
Type CONFIRM.
Select Continue to confirm and complete the entire reversal. A payment reversal cannot be undone.
After confirming the reversal, the system will automatically navigate you back to the main Insurance Payment screen.
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.
A reversal notification bar appears up top and each line item below has a negative amount associated with it.
Partial Insurance Payment Reversal
To partially reverse an Insurance Payment, you need to reverse each payment associated within the respective encounter
Access an Insurance Payment
Begin by navigating to the Insurance Payment tab in the menu bar and select the Posted tab in the secondary menu.
Within the payment, select the encounter you intend to reverse.
Navigate to the bottom of the payment screen and click on the arrow in the Payment Details section.
Create a Reversal Action
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.
Confirmation of Partial Reversal
Type CONFIRM.
Select Continue to confirm and complete the entire reversal. A payment reversal cannot be undone.
A notification bar appears on the top right-hand corner of the screen, indicating that the reversal has been saved and posted. At this point, the encounter needs to be refreshed to display the latest payment details.
Refresh the encounter
To refresh the encounter screen and reload the latest information, click Save on the top right-hand corner of the Encounter screen.
After reloading, the reversal payment record is added to the encounter.
After a payment reversal, there are no reversal actions available for selection.
- The reversed payment and the original payment posting cannot be undone.
- The encounter balance is updated to the previous balance prior to the payment and reversal being made.
Finding the Reversal Details
Click on the system-created reversal insurance payment to get more details.
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 a negative amount of the exact amount that was reversed.
- The Payment Method is the same as the original payment.
- All the negated payment amounts are in red color with a negative sign before the number
If the Payment was made through check, the check number for the reversal is in the format: Originalchecknumber (R)
Impact of Reversals on Reports
Reversed insurance payments appear in the following reports:
- Patient Ledger
- Insurance Payment Report
- Transaction Journal Report
- Revenue Report
- Charge Revenue Report
Full Patient Payment Reversal
Releasing soon - March 15th, 2023
Access a Patient Payment
Begin by navigating the Patient Payment tab in the menu bar and selecting the Posted tab in the secondary menu. Then, select the payment row you intend to reverse.
In this Patient Payment example, there are two encounters with a payment amount of $1200.00 and $300.00 applied, totaling $1,500.00.
Each patient can also be associated with multiple encounters.
Reverse the Payment
To reverse this $1,500.00 payment, click Reverse at the top of the Patient Payment.
Confirmation of Full Reversal
Type CONFIRM.
Select Continue to confirm and complete the entire reversal. A payment reversal cannot be undone.
After confirming the reversal, the system will automatically navigate you back to the main Patient Payment screen.
CALLOUT - If the payment method is Patient Fund or if a patient fund was created as a result of a payment, then the reversal creates a patient fund credit for the same amount. A note is added to the reversal payment indicating the amount that was credited.
Accessing the Reversal
From the main Patient 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.
You will see the reversal notification bar up top and the negative amount in each line item below.
Partial Patient Payment Reversal
Releasing soon - March 15th, 2023
To partially reverse a Patient Payment, you need to reverse each payment associated within the respective encounter
Access an Patient Payment
Like a full payment reversal, begin by navigating to the Patient Payment tab in the menu bar and select the Posted tab in the secondary menu.
Then, select the encounter you intend to reverse.
Navigate to the bottom of the payment screen and click on the arrow in the Payment Details section.
Create a Reversal Action
Find the payment you intend to reverse and click on the reverse icon on the right-hand side of the table.
Confirmation of Partial Reversal
Type CONFIRM.
Select Continue to confirm and complete the reversal. A payment reversal cannot be undone.
Callout - If the payment method is Patient Fund or if a patient fund was created as a result of a payment, then the reversal will create a patient fund credit for the same amount when. A note is added to the reversal payment indicating the amount that was credited.
A notification bar appears on the top right-hand corner of the screen, indicating that the reversal has been saved and posted. At this point, the encounter needs to be refreshed to display the latest payment details.
Refresh the encounter
To refresh the encounter screen and reload the latest information, click Save on the top right-hand corner of the Encounter screen.
After reloading, the reversal payment record is added to the encounter.
After a payment reversal, there are no reversal actions available for selection.
- The reversed payment and the original payment posting cannot be undone.
- The encounter balance is updated to the previous balance prior to the payment and reversal being made.
Finding the Reversal Details
Click on the system-created reversal patient payment to get more details.
Details of the reversal are shown, such as:
- The patient 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
If the Payment was made through check, the check number for the reversal is in the format: Originalchecknumber (R)
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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