Posting insurance reduction payment

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    Lisa Fox

    What is the best way to post an insurance payment when an amount is deducted to correct a prior overpayment?
    So pt A was in last Nov, ins paid for appt, pt B was in July (they’re not related) and the $ was deducted from pt B’s insurance payment.


    I hate it when insurance companies do that.

    First option would be to send the payment back to the insurance company and ask for a refund request for pt B and a true payment for pt A.

    Next option would be to post the payment to pt A and if the check is lower than what the insurance would have paid to pt A you might have to use an adjustment to fulfill the payment. Then put a note on the adjustment as to what happened. Then post the refund to pt B as normal.

    Lisa Fox

    Thank you Dayna!

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