5.9. Post a Negative Insurance Payment

!IMPORTANT A negative insurance payment can be posted directly from the Insurance Balance Due screen. You do not need to create a separate payment and then apply it through insurance payment posting.

1. Open Payments from the left navigation menu.

2. Select the Insurance Balance Due tab.

3. Locate the applicable patient and claim. Use the available filters as needed to search by patient, payer, date of service, claim status, or check number.

4. Select the + icon next to the claim to expand the claim details.

5. Locate the applicable service line under the expanded claim.

6. In the Insurance Paid field, enter the amount that should be reversed as a negative value.

For example, to reverse $60.00, enter:

-$60.00

Multiple service lines can be adjusted individually when the recoupment applies to more than one item.

7. Enter any applicable payment information, such as the Check #, Check Date, Post Date, Deposit Date, or Claim Status, when required.

8. Review the amounts entered under Insurance Paid to confirm the negative payment has been applied to the correct service line(s).

9. Select Save in the expanded claim section.

*PRO TIP Negative insurance payments are entered directly against the applicable service line from Payments > Insurance Balance Due. Enter the amount with a minus sign before the value and select Save to post the adjustment.