- Continue to Post the remaining Payments on the paper Remit.
Write-Off Balance on the Post Expert Screen
If you want to write off the balance before leaving the Post Expert screen, add a WOI (Insurance Write off) for the amount of the Takeback.

Post a Partial Refund sent to the Payer by Check
Scenario: You have received a letter from a Payer for a Partial Refund.
- Most of the time, the Payer will take the refund from a future Remit.
- However, you may need to send the refund by check. (Be careful that the refund is not taken twice: by check and taken from a remit.)
Create the Receipt for Partial Refund by Check
- Select the Post Refund link on the Encounter.

- Refund Type: Select Insurance Refund.
- Enter the Mailed Date/Check Date.
- Select the Insurance to be refunded.
- Enter the Refund Amount (Positive number)
- Enter the Check Number.
- Notes: Enter applicable notation.
- Select Save [F2].

Post the Partial Refund
- Select the Post [Expert Mode] button on the Insurance Refund Receipt Dashboard.

- Select or enter Patient/Encounter ID.
- Encounter ID must be preceded by an E (e12345).
- Select the Encounter Line Item to refund.

- Transaction Code: Enter IRF.
- Refund Amount: Enter the amount as a positive number
- Press Tab to display the Transaction in the Window.
- Applicable Adjustments can be added here also.
- Send to Worklist: The Encounter can be sent to a Worklist for follow up.
- Select Save [F2].

ERA Partial Takeback as a Provider Level Adjustment
A Partial Takeback on an ERA is can be found at the end of the Remit listed under Provider Level Adjustment Details or in the body of the Remit.
- If it is at the bottom of the Remit, there will be a message in red on the ERA File Dashboard that notifies you that there is a Provider Level Adjustment.