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Hi,

I have one case where a downloaded 835 caused one line/charge of each claim to show as overpaid in just one of the patient's cases (there were 4 patients on the ERA), so I deleted the payments, line by line from all 4 patient's cases, then deleted the ERA payment from the main deposit page. 3 patient cases are completely normal, but the 4th, even though there are no payments showing under the lower half of the page in the payment section, is still showing one line of each claim as overpaid (yellow) (& even though the line is showing as Insurance 1 Paid = False) so that there is a remainder credit. I cannot figure out how to set the Insurance 1 Amt Paid to $0 so that the remainder will go back to equaling the Allowed Amount.

Boy, I hope that made sense. Thanks for your help.

Julia

I think I see what you are doing. You aren't deleting the payment, instead, you are zeroing out the applied amount. In Transaction Entry find the payment in the bottom pane, click on it, and click the Delete button. Then, manually adjust your deposit record if you need to.

Hi Gavin,

That's exactly what I did do. The bottom pane where payments show, is where I deleted, line by line, each payment. Now there are only the billing lines in the bottom pane. That's why this is so perplexing. Do you have any other thoughts?

Thanks, Julia

Any other ideas?

Hmm, did you also delete any adjustments? Try running File -> File Maintenance -> recalculate all balances.

Okay, I just ran File -> File Maintenance -> recalculate all balances but nothing changed. Is there any way to see where the phantom false payment is originating?

If you have Medisoft Advanced or Net Pro you can see it on the Ledger.

Okay, I have Advanced V20. Can you tell me how to find it on "the ledger?" I'm not really sure what you mean by that. Thanks.

If I can't figure this out today, I may just give up. It's only one patient & one case..... I just hope it doesn't happen again.

You can press F7 from most screens in Medisoft to view the Ledger. In fact you can see the tool tip reminder about this on the bottom bar of the snapshot you posted above.

Ha! I've been using MediSoft since v5.41 & never even noticed that. Well, the ledger says that no payments have been applied to the "yellow overpaid" line items. I don't know what went wrong. If you have any other ideas, I'll give them a go, but for now, I think I'm giving up. I'll start a new case & call this one a draw. Thanks Gavin!! Even though we haven't solved this one, I truly appreciate your dedication to your customers.

If anyone else experiences this same problem & figures out how to resolve it, please let me know. Thanks!

It sounds like something went wrong. In Windows go to c:\Medisoft\Bin and run MediUtils.exe and run the Repair Payment Reference option.

Holy smokes, that totally worked! Thanks, Gavin! All of the claim lines that were yellow are now back to grey. And there are no phantom overpayments! Thank you, thank you, thank you!