Takeback on Charge (Encounter) created in Error
Takeback on Charge (Encounter) created in Error
An Encounter was created, billed, and paid in Error.
Reverse the Encounter
- From the Encounter Dashboard, select the Reverse button the Encounter.
- Method: Select Reverse for Modification from the dropdown.
- Enter the Reason for Reversal.
- Check the boxes to verify that you understand the consequences.
- Uncheck Rebill Primary.
- Select the checkbox to Undo Transactions.
- Select Save [F2].
- Validation Warning: Select Save & Continue
Modify the New Encounter
A new Encounter will be created from the Reversal. Change the Fee amount to zero on the new Encounter.
- Select the Modify button on the new Encounter Dashboard.
- Select the Line Item(s).
- Change the Fee to 0.00.
- Select Save [F2] on the Modify Charge Line screen.
- Select Save [F2] on the Modify Charge screen.
Repost the Undone Receipt from the original Encounter
- Select the Receipt that was undone due to the Reversal.
- Select Post (Expert Mode).
- Paid: Enter the Payment amount.
- If the Paid field is not available, use Transaction Code, IP, with the Payment Amount in the Amount field.
- Select Save Unbalanced.
- Select Save [F2].
Post the Takeback (Refund) on the New Encounter
For posting the Takeback, select this link: Full Insurance Refunds & Takebacks Posted Manually
When finished, the Balance on the new Encounter will be zero.
Related Articles
ERA Takeback/Refund/Reversal
Post as Remitted vs. Takeback Using Post as Remitted on the ERA completes a Takeback exactly as the Remit dictates in the ERA. In some cases, the Manual Post button will be used to do the Takeback when the ERA does not calculate correctly. For ...Charge FAQs
Hierarchy of Auto-Population of the Rendering Provider on the Charge The Appointment will drive the Rendering Provider: If the Appointment Resource is linked to a Provider AND The Charge is linked to the Appointment. If not coming from the ...Reverse an Encounter for Modification or Deletion
Reverse an Encounter to Delete or Modify Reversal Methods Reverse for Deletion reverses the Encounter by creating an equal but opposite Encounter that is not editable and is reported in the current accounting period. This action cannot be undone. ...Enter a New Charge (Encounter) Manually
Before entering Charges, attach to a Reference Batch. Close the Reference Batch when finished reviewing the Charges. If the Reference Batch is left open, the Charges will not batch. Accessing the Post (Add/Modify) Charge Screen Use one of the ways ...Custom Encounter Query (CEQ) Report
The CEQ is a custom report/query tool that queries Encounter Data. Reports > Custom Encounter Query Build a Custom Encounter Query Filter Criteria: Add your filter criteria by clicking the Plus symbol beside "And". The filters you choose will ...