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:


On this page, steps:

  • Enter the Amount to refund (top center)
  • Enter the Reference or check # and Date if other than today (far right)
  • Once you enter the Amount to refund, you'll then want to ensure the distribution (far right column) is correct
  • We automatically distribute these values from oldest to newest, but you're welcome to change that:


  • Then click

Note:

After doing the insurance refund, from the client profile Billing tab: Click on the DOS → Click on the insurance adjustment line → Enter 0.00 → Click

🎉 You've successfully added an insurance recoupment!