Post to a Zero/Credit Balance Encounter
Sometimes, you will need to post an Insurance Payment to an Encounter that has a Zero or Credit Balance.
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.
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
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.
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