Showing Takebacsk on Payment Day Sheet

mbpros · Post by **mbpros** » Thu Nov 11, 2021 8:04 am

I run a Payment Day Sheet every month for a couple of practices so they see the income brought in during that month per clinician (since they pay the clinicians a percentage of income). The issue is that when there is a take-back by a payer the take-back does not appear on the payment day sheet.

What can I do to get a take-back to appear on the payment day sheet as a negative payment? Or is there another report that can be run to accomplish this? OR is a custom report necessary?

The take-Back code is a code type Insurance Take-Back Adjustment and my guess is that the payment day sheet only would show payments and not take-back adjustments...Any thoughts??

Thanks,
Steve

Post by **Gavin Walker** » Tue Dec 07, 2021 10:25 am

Hi Steve, I just ran a Payment Day Sheet. It shows insurance take backs. Make sure the code type on the adjustment code you setup for takeback is Insurance Take Back Adjustment.

mbpros · Post by **mbpros** » Tue Dec 07, 2021 1:00 pm

Hmmmm...Okay...I do have it set that way. What about refunds to patients? If the practice sends a refund to a patient will the refund appear on the Day Sheet?

Steve

Post by **Gavin Walker** » Mon Dec 13, 2021 9:08 am

No, it doesn't include refunds, but it is supposed to include takebacks because that is considered a negative payment. I know that seems like odd logic, but that is the way eMDs has it written.