Takeback on Charge (Encounter) created in Error

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

  1. From the Encounter Dashboard, select the Reverse button the Encounter.

  1. Method: Select Reverse for Modification from the dropdown.
  2. Enter the Reason for Reversal.
  3. Check the boxes to verify that you understand the consequences.
  4. Uncheck Rebill Primary.
  5. Select the checkbox to Undo Transactions.
  6. Select Save [F2].

  1. 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.

  1. Select the Modify button on the new Encounter Dashboard.

  1. Select the Line Item(s).

  1. Change the Fee to 0.00.
  2. Select Save [F2] on the Modify Charge Line screen.

  1. Select Save [F2] on the Modify Charge screen.

Repost the Undone Receipt from the original Encounter


  1. Select the Receipt that was undone due to the Reversal.


  1. Select Post (Expert Mode).

  1. Paid: Enter the Payment amount.
  • If the Paid field is not available, use Transaction Code, IP, with the Payment Amount in the Amount field.
  1. Select Save Unbalanced.
  2. 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.




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