Posting an Overpayment - Insurance Invoice

The following instructions are to post an overpayment on an insurance invoice. 

Instructions

1. Open an insurance invoice to receive payment.
2. In the Payment Amount field, input the amount of the payment. 
3. Follow the instructions below that apply to the way your practice normally processes payments:
   • If posting my line item: 
     • In the Items column, click the link for $0.00.
     • In the Payment Items modal, input the line item payments.
     • Click 'Save.'
   • If not posting by line item:
     • In the Payments column, input the payment amount.
4. Click 'Apply Payments.' Note: This action creates a negative balance on the invoice. Review the EOB for information to decide if you refund the patient or the insurance company for the overpayment.
   • Grant Credit and/or Refund an Insurance Company
   • Grant Credit and/or Refund a Patient