Takeback or Refund No Longer on an Active Profile
In some instances, a Takeback is requested from a Patient's original Insurance after it has been updated or rebilled to a new or corrected insurance.
- If the old Profile has been made Inactive by unchecking the Active box, the original Profile should be temporarily made Active again.
- Move the Encounter to the original Profile in order to post the Takeback.
Move to the Original Insurance
From the Patient Dashboard, select Insurance Management.
Select Include Inactive Profiles if the Insurance is not currently active.
Make the original Profile Active by selecting the box in the Active column.
Highlight the Profile where the Encounter is located.
Select the Encounter where the Takeback will be posted.
Select the Change profile/rebill button.
Select the original Insurance to Change the Profile.
Deselect Rebill.
Select Save [F2].
After the Takeback is completed, move the Encounter back to the correct Profile.
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