Wrong Provider Billed
Summary:
If you’ve billed a patient using the wrong provider, you can reverse the charge entry and and transfer it to the correct Provider.
Step 1 - Reverse the Charge That Was Billed Using the Wrong Provider:
1. Open the patient record and click the Financial tab.
2. Make sure the Provider who was incorrectly billed is shown in the For Practice field and the Detailed box is checked.
3. Right-click on the originating charge that was incorrectly billed and choose Charge Adjustment.
The Adjustment to CHARGES window appears.
4. In the Charge Amount field, type the amount as a negative (enter a minus (-) sign in front of the amount).
5. In the Reference column, type a description, such as “reversing entry – incorrect provider ”.
6. Click OK.
The entry is reversed and will appear similar to the following on the Financial tab.
7. Repeat the above for each charge that was incorrectly billed.
Step 2 - If the Charge was Paid, Reverse the Payment
If the charge was paid follow the instructions below for reversing the entry. If not, go to step 3.
1. Make sure the Provider who was incorrectly billed is still shown in the For Practice field and the Detailed box is checked.
2. Right-click on the charge that was reversed and choose Credit/Payment Adjustment.
The Adjustment to CREDITS window appears.
NOTE : If the account has a zero balance a message will appear prompting you to confirm the adjustment. Click Yes. To avoid this message appearing, reverse the entry first before processing the payment.
3. In the Credit Amount field, type the amount as a negative (with a minus sign).
4. In the Reference column, type a description, such as “reversing payment – incorrect provider ”.
5. Click OK.
A credit adjustment is recorded and the Act Bal is zero as shown in the example below.
Step 3 - Transfer the Charge to the Correct Provider
1. In the For Practice drop-down box at the top of the Financial tab, select the correct Provider.
2. Click the Account button at the bottom of the Financial tab.
The Account Utilities dialog appears.
3. Double-click on Add a charge to the account.
The Add a Charge dialog appears.
4. In the Charge Amount field, type the original charge amount that is being transferred to the correct Provider.
5. In the Reference field, type a description such as “transfer from practice …”
6. Click OK.
The amount transferred is shown as a Charge Adjustment.
Step 4 – Pay the Charge using the Correct Provider
1. Make sure you have the correct provider selected in the For Practice field.
2. Right-click on the ChargeAdj entry and choose Credit/Payment Adjustment.
The Adjustment to CREDITS window appears.
3. In the Credit Amount field, type the amount of the payment.
4. Click OK.
The payment is shown in the Credit column and the ActBal is zero as shown in the example below.
Product (s): ABELDent
Category: Financial
Classification: Public
Date Created: 22 Oct 2015
Created by: Brian Neale