The medical biller’s job would be easier if accounts paid on time and insurance companies reimbursed the correct amount. Unfortunately, accounts build up balances and credits and insurance companies overpay, underpay, and demand “takebacks.”
The sections below include step-by-step instructions for handling common accounting challenges. You will learn how to:
Refund a personal balance
Refund a bad check, reinstate the charge, and post a penalty fee
Turn an account over to a collection agency
Post an insurance interest payment
Post an insurance overpayment
Write-off a credit, turning it into revenue
Handle an insurance refund or “takeback”
The instructions in these sections assume you have a solid, working knowledge of Partner’s billing tools and basic configuration. For additional information, training, and assistance with these procedures, contact PCC support at email@example.com or 1-800-722-1082.
- Refund Personal Credits
- Write-Off Credits
- Post Insurance Interest Payments
- Post Insurance Overpayments
- Insurance Refunds (Takebacks)
- Here are some related articles in Other Pediatric Practice Resources > Other Tools and Resources for Your Practice > Billing and Practice Management > Bill Insurance:
- When insurance carriers send payment and adjustment information, either on an EOB or an ERA, they often include a code with a small message. These codes are known as CARC values, or Claim Adjustment Reason Codes, and they are an industry-wide standard.
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- Follow this procedure to prepare and send claims.
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- Use the Billing Configuration tool to configure billing behaviors of procedures and diagnoses and the Billing screen in PCC EHR. Follow the procedures below to open the Billing Configuration tool and make changes.
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- If a secondary insurance requires the EOB from the primary, or any claim requires a certificate of medical necessity, discharge summary, or other clinical documentation, you can add attachment codes to a visit’s charges, generate a unique attachment ID, and specify the attachment type and method.
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