Takeback or Refund No Longer on an Active Profile

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.

  1. If the old Profile has been made Inactive by unchecking the Active box, the original Profile should be temporarily made Active again.
  2. Move the Encounter to the original Profile in order to post the Takeback.

Move to the Original Insurance

  1. From the Patient Dashboard, select Insurance Management.

  1. Select Include Inactive Profiles if the Insurance is not currently active.

  2. Make the original Profile Active by selecting the box in the Active column.

  3. Highlight the Profile where the Encounter is located.

  4. Select the Encounter where the Takeback will be posted.

  5. Select the Change profile/rebill button.

  1. Select the original Insurance to Change the Profile.

  2. Deselect Rebill.

  3. Select Save [F2].

After the Takeback is completed, move the Encounter back to the correct Profile.


    • 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 ...
    • Make a Patient Inactive

      Make a Patient Inactive When a patient is marked as Inactive, new Charges and Appointments cannot be added for that Patient. But, from a billing perspective, existing claims can be batched and sent, and statements will continue to be batched and sent ...
    • ERA Takeback Posted Incorrectly

      When an ERA Takeback does not post or posts incorrectly, typically, it can be fixed by using Post as Remitted for the Claim Action. However, there are times when the Takeback will need to be posted using the Manual Post button on the Manage ...
    • Insurance Takebacks/Reversals Overview

      Sometimes a Payer will retract (Takeback) a Payment that has been previously paid. For example, the Payer may have discovered that the Patient was not eligible on that Date of Service. The retraction may be a partial Takeback or a full Takeback. If ...
    • Patient Refunds

      Patient Refunds The following steps show the process of refunding Patient Credit Balances. If any part of the money is currently in escrow it needs to be posted in full before proceeding. A Patient credit balance is necessary to post a Patient ...