Patient Overpayments and Refunds

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caileyr
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Joined: Wed Mar 23, 2016 3:59 pm

Patient Overpayments and Refunds

Post by caileyr » Mon Mar 28, 2016 10:46 am

I'm trying to find an easier way to record patient overpayments/refunds:

Right now we are recording them in the patient transactions entry but we noticed that when we do that, it changes the adjustment from the insurance payment in the patient ledger and when we run our collections report. Because it changes that insurance adjustment amount it throws off our numbers.

Is there a different way to record these refunds?

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Gavin Walker
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Re: Patient Overpayments and Refunds

Post by Gavin Walker » Mon Mar 28, 2016 11:49 am

How are you entering these adjustments? Are you using Revenue Management to auto-post the remittance?
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caileyr
Posts: 6
Joined: Wed Mar 23, 2016 3:59 pm

Re: Patient Overpayments and Refunds

Post by caileyr » Mon Mar 28, 2016 12:50 pm

No, we haven't used Revenue Management to auto-post the remittance. We've only used Revenue Management to send out our claims.

We are posting the adjustment of the refund in the patient's Transaction Entry with a "Pay/Adj Code" so we can type in the check number of the handwritten check that we send out.

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Gavin Walker
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Re: Patient Overpayments and Refunds

Post by Gavin Walker » Mon Mar 28, 2016 8:42 pm

What is the Code Type of the Adjustment code that you are entering? It sounds like it is setup as Insurance Adjustment but it needs to be just an Adjustment Code Type.

caileyr
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Re: Patient Overpayments and Refunds

Post by caileyr » Tue Mar 29, 2016 8:23 am

We use ADJPOS "Adj Misc. Balances"

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Gavin Walker
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Re: Patient Overpayments and Refunds

Post by Gavin Walker » Tue Mar 29, 2016 6:29 pm

Edit the code you are using in by going to Lists -> Procedure/Payment/Adjustment Codes. What do you have in the Code Type drop down?

caileyr
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Re: Patient Overpayments and Refunds

Post by caileyr » Wed Mar 30, 2016 8:21 am

Code Type is "Adjustment". Should it be something different?

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Gavin Walker
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Re: Patient Overpayments and Refunds

Post by Gavin Walker » Wed Mar 30, 2016 1:27 pm

You'll probably need to work one-on-one with a Medisoft trainer on this one. We currently charge $125/hour for this service. Private message me if you are interested.

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