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How do I Redistribute Patient Payments?

posted Aug 31, 2018, 4:03 PM by Samantha Turner   [ updated Aug 31, 2018, 4:04 PM ]
In instances where a copay was applied to a visit (e.g., $15) but was subsequently paid at 100% allowable by the payer, the system should allow us to un-apply the copay on the spot in order to post the full insurance payment. 

Currently, when using Electronic Remittance Advice (ERA), if a charge has any non-insurance payments (e.g, copay), it removes these and then applies the insurance payment in full. The system then checks if the charge has any remaining balance and if it does, it re-applies the insurance payment to the charge, until the charge balance hits zero or the non-insurance payment is deleted. 

If there's any remaining money from the non-insurance payment(s), a patient account credit is created to hold the extra money. In order to take advantage of the Allow automatic patient payment redistribution functionality, please ensure it's turned on by setting up your Payment Defaults in the Practice section. For more information on additional payment defaults click here.