First, you must determine if an Insurance Payment should be posted to a Zero or Credit Balance Encounter.

The balance of a line can be a zero or credit balance for various reasons.

An Adjustment/Write-off was Double Posted

• This created a credit balance.

• Delete or Reverse the Adjustment

A Paper Remit and an ERA were Received 

Both have the same check number and amount.

• Since the check number is the same and you only received one payment, both should not be posted.

• Delete the Receipt that was manually posted and post the ERA; or

• Attach an existing Receipt to the ERA.

Duplicate ERAs

Two ERAs are received that are exactly the same, but you did not receive two Payments.

• Only one should be posted.
• The second one should be marked as a Duplicate.

Insurance Pays the Same Claim Two Times in Error

Two Insurance Payments have been received from the same Payer on the same Encounter and both need to be posted.

• If you manually post to an Encounter with a Zero or Credit Balance, the funds will be Undistributed because it will create a credit. A Validation Error will display when you attempt to save the page.

Use Post Expert to Post the Additional Duplicate Payment

• The first Payment should be posted as usual with Payments and Adjustments.

• Post the duplicate Payment, using Post Expert.
• This will create a credit on the Encounter waiting for the Payer to do a Takeback. 

• Do not post the Adjustments on the duplicate Payment.