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.
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