Insurance Applied the Copay to the Wrong Line Item

Insurance Applied the Copay to the Wrong Line Item


The Copay button is always on Line 1. If the Insurance applies the Copay to any other line item when it adjudicates the claim, one line will have a credit and another a debit. See below.


  • CPT® 99213 balance $-40.00
  • CPT 52000 balance $40.00

The net result of the balance on the claim will equal zero, and no statement will be sent to the patient.




Balance the Line Items

To balance each line item to $0.00, use the Re-Apply Patient Credit button on the Encounter Dashboard.


OR


Use Post (Expert Mode) to post to the specific line items.

Learn More

  1. Repost a Copay Posted on the Wrong Line Item



CPT® copyright 2019 American Medical Association. All rights reserved.


    • Related Articles

    • The Apply Copay Pop-up Did Not Display

      The Apply Copay pop-up window displays during charge entry if two conditions are met: The Receipt must be entered with a Copay amount in the Copay field. The Received Date of the Receipt must be the same as the Date of Service. The first line item is ...
    • Patient Copay/Account Payment from Appointment

      The payment could be a Copay only or a combination of a Copay and Payment on Account. Patient Copay entered on the Appointment Screen Select the Appointment from the Calendar. On the Appointment screen, select the Copay link. If a Copay amount is ...
    • Copay Details not Entered until after Charge Entry

      Use the Post Copay link on the Encounter Dashboard. In the pop-up window enter the receipt information and post it to this Encounter. This link only shows if there is no Copay, Patient, or Insurance Payment posted to this Encounter yet.
    • Full Insurance Refunds & Takebacks Posted Manually

      There is a specific workflow for manually posting Insurance Refunds. If there are other Payments on the Remit, the Refund(s) must be posted before the Payments are posted. Attach to a Reference Batch before beginning the Refund process. It is ...
    • Partial Insurance Takebacks/Refunds

      Use these methods when the insurance takes back only a portion of the money originally paid. This can be in the form of a physical check or a Payment that is automatically deposited in the bank (EFT). Manually Posting a Partial Takeback from a Paper ...