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.
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.