Clients with a "credit" are showing up in the Unpaid Insurance Appointments Section
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Hello everyone!

 

In the unpaid insurance appointments section (not the unbilled) it is showing that those clients who have a credit as having an unpaid insurance appointment (even though insurance has paid) This is due in part to insurance overpayment (ex: cost of session is $15 , copay is $5 and insurance sends me a check for $15 showing client has  a $5 credit) I would like to remove this from the queue as it has been paid (and insurance informed me I will soon get a letter re: the overpayment) any help would be great! 

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    Marlina

    Hi Alyssa,

    In order for an insurance session to be considered paid, the copay, amount owed, and write-off have to all add up correctly to the session fee. It sounds like even though these clients had credits, there is a discrepancy with these amounts that is causing the sessions to be marked as unpaid.

    I'd recommend first taking a look at the Appointment Status Report for these clients to confirm that these amounts match up. If the math doesn't, you can edit the insurance payment and calculate the correct write-off as needed.

    I've sent you an email so that I can troubleshoot this with you directly.

    Hi Alyssa,

    In order for an insurance session to be considered paid, the copay, amount owed, and write-off have to all add up correctly to the session fee. It sounds like even though these clients had credits, there is a discrepancy with these amounts that is causing the sessions to be marked as unpaid.

    I'd recommend first taking a look at the Appointment Status Report for these clients to confirm that these amounts match up. If the math doesn't, you can edit the insurance payment and calculate the correct write-off as needed.

    I've sent you an email so that I can troubleshoot this with you directly.

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    Kathy R. Floyd

    My issue seems related to this.  During COVID some insurance plans are paying 100% and clients don't owe deductible/copay/co-insurance, however I'm collecting their usual amount until I get an EOB and money showing the insurance company really paid.  So ct pays $100 toward their deductible for a session, insurance would normally pay $0 but now they pay $100, so there's a $100 credit, but it shows up as an insurance credit, not a client credit.  Ct has a no show with a $30 fee that needs to be charged against their credit, but there is no client credit showing up, only insurance credit and no way to charge against that.  How do I move a credit from insurance to client?  Because it's the client I owe money back to.  Same would apply if I need to refund their money.  THank you!

    My issue seems related to this.  During COVID some insurance plans are paying 100% and clients don't owe deductible/copay/co-insurance, however I'm collecting their usual amount until I get an EOB and money showing the insurance company really paid.  So ct pays $100 toward their deductible for a session, insurance would normally pay $0 but now they pay $100, so there's a $100 credit, but it shows up as an insurance credit, not a client credit.  Ct has a no show with a $30 fee that needs to be charged against their credit, but there is no client credit showing up, only insurance credit and no way to charge against that.  How do I move a credit from insurance to client?  Because it's the client I owe money back to.  Same would apply if I need to refund their money.  THank you!