Enter insurance overpayments in the insurance overpay column in the Claim Details section of the Apply Payment page. Insurance overpayments are recorded as separate transactions and do not cause the charge to be unbalanced. Keeping a record of insurance overpayments facilitates the reporting of overpayments.
The most common example of insurance overpayment is when the insurance payer sends a duplicate payment for the same claim.
- To apply an insurance overpayment, enter the amount in both the Ins Pmt and Ins Overpay columns.
- In this example, $25 of the $50 insurance payment is an overpayment.
- Click Post Payment.
- Since $25 of the insurance payment was applied as an overpayment, the insurance balance does not include that amount.
- The activity log displays the payment activity.
- This entry indicates the amount of the insurance payment that was marked as an overpayment.