If a patient has dual coverage, you can collect up to the billed amount from insurance carriers before applying any write off. If the combined payments from the primary and secondary insurance carriers exceed the charges, the difference should be entered as an insurance overpayment and then refunded to the appropriate insurance carrier.
To post an insurance overpayment
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, click (or tap) Payment.
The Enter Payment (-) dialog box appears.
Type the Amount of the payment.
Select the Type of payment received from the insurance carrier.
Select the applicable Claim.
Make sure the Balance amounts are all equal to or greater than 0. You may need to remove one or more estimated Adjustment amounts.
From the Insurance Adjustment list, select Refund.
From the Adjustment Type list, select Insurance Over-pmt Refund.
For the adjustment Amount, type the refund amount. This is the amount that was overpaid by insurance, which is the difference between the total payments received and the total charges billed.
The refund adjustment appears in the patient's ledger. You can then send a refund check to the insurance company for that amount.