Correct an Insurance Payment Posted to Wrong Patient
Oops! You posted an insurance payment on the wrong patient! No worries, we've got you!
- Open the patient charts for both affected patients.
George, our example patient, had a $150 insurance payment posted on his account. However, this payment was intended for his sister, Julia. The payment has already been marked deposited in George's insurance ledger.
NOTE: If the payment has not already been marked deposited, you can try voiding it! For instructions on how to do this, see the related article, Void a Transaction, below. If the payment has been marked deposited, continue to the next step.
- In the chart for the patient who had the payment posted in error, go to Action > Change Expected Insurance.
- Select the radio button for I want to Increase the Expected Insurance and enter the amount of the payment posted.
- Enter your note explaining what happened. Click Change Expected Insurance.
- You will notice that this creates a "credit" in the patient's Due Now; that's okay!
- While still in the chart for the patient who had the payment posted in error, open the transaction window ( Command T or Action > New Transaction.)
- Select [+] account adjustment from the dropdown. Select [+] Data Entry Correction and click Use Selected Adjustment Type.
- Enter the amount of the payment posted and enter the same note you entered for the change of expected insurance. Click Process Charges and Payments.
- Before closing the first patient's chart, make sure to edit the Remaining Benefit amount in his insurance tab:
- Now for Julia, the patient who did receive the insurance payment. In her chart, go to Action > Change Expected Insurance.
- Select the radio button for I want to Decrease the Expected Insurance and enter the amount of the payment that should have been posted in her insurance ledger.
- Enter your note explaining what happened. Click Change Expected Insurance.
- You will notice that this creates a balance in the patient's Due Now; that's okay!
- While still in the chart for the patient who actually received the insurance payment, open the transaction window ( Command T or Action > New Transaction.)
- Select [-] account adjustment from the dropdown. Select [-] Data Entry Correction and click Use Selected Adjustment Type.
- Enter the amount of the payment that should have been posted and enter the same note you entered for the change of expected insurance. Click Process Charges and Payments.
- Before closing this patient's chart, make sure to edit the Remaining Benefit amount in her insurance tab:
