This most often occurs when the Patient has a private insurance versus a group insurance for the secondary.

• The Secondary Payment is more than the balance.
• Posting the Secondary Payment will leave a credit.

Scenarios

If the Secondary Payer paid as Primary in error, the over payment should be refunded.

If the Secondary Payer has verified that this Payment is correct because of a higher allowed amount, you can reverse a Primary adjustment, and post the Secondary Payment.

Reverse the Primary Adjustment/Post Secondary Payment

Reverse the Primary Adjustment for the same amount as the credit would be if the the Secondary Payment was posted.

• The object is to have a balance of zero when finished.

Example:

• Charge Amount: $250

• Primary Payment: $150
• Primary Allowed: $175
• Primary CO45 Adjustment: $75
• Primary PR: $25
• Balance is $25

• The Secondary Pays

• Secondary Payment: $50 (There is a balance of $25)
• Secondary Allowed: $200 ($25 more than the Primary Allowed)
• Balance would be -$25 if posted.

Reverse the Adjustment and Post the Payment

Use Post Expert:

• On the Receipt, select the Post {Expert Mode} button.

• If on an ERA, use Post Expert on the ERA Remittance Screen.

• If the Patient ID is populated, tab.

• If blank, find the Patient or enter the Encounter number preceded by an e (e1234).

• Select the line item where the adjustment needs to be reversed.

• Enter Transaction Code: IP

• Amount: 50.00
• Tab

• Enter another Transaction Code: CO45.

• Amount: -25.00 (negative) (Enter the amount that shows as the balance at the top of the Posting screen.)
• Tab (Balance should be $0.00)
• Select Save [F2].