Insurance companies may combine an insurance recoupment on an EOB with other payments. This recoupment will reduce the overall payment amount for that EOB.
The recoupment is most likely due to an overpayment or adjusted claim. It is likely that the invoice where the original payment was posted is already marked as "Paid." Before posting the recoupment, you must find the paid invoice and update the status of that invoice to "Active."
- Proceed with posting the Insurance EOB as normal. Reminder: The paid invoice where the recoupment will be posted must be set to a status of "Active" to appear in the list of invoices in the Receive Payment modal.
- Post all payments as they appear on the EOB.
- Enter a negative payment amount to the appropriate invoice for the recoupment.
- Click 'Apply Payments.'
- The negative payment applied for the recoupment creates a balance on that invoice and can be transferred to the patient or another insurance policy. It can also remain a balance if an appeal is being filed to the insurance company to dispute the recoupment.