Insurance Recoupment
To enter an insurance recoupment:
- Click Clients (left menu)
- Click on the client name:
- Click Billing (top tab)
- Click the button on the far right:
- Select Insurance Refund:
- Which then loads to this:
On this page:
- Enter the check # where they recouped the money or the check # you are sending them
- Enter the Amount
- Make sure it applies to the correct DOS listed below (on the far right Payment column)
Then click and then
⚠️ Note:
After doing the insurance refund, from the Billing tab: Click on the DOS → Click on the insurance adjustment line → Enter 0.00 → Click🎉 You've successfully added an insurance recoupment!