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!