Takeback Workflow Tree

• Related Articles

• 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 ...

• 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. Example: ...

• 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 ...

• Check In/Check Out Daily Workflow

  Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. Check In Process On the Calendar, select the Patient's Appointment or Search for the Patient's Appointment. Verify the Patient's Demographics. Select Modify Demographics ...

• Post a Zero ERA Payment with a Takeback

  If the Remit has a Zero Dollar Payment, but it has Payments in the body of the Remit, there are probably Takebacks at the bottom of the Remit, which results in a Provider Level Adjustment. If the Payments in the body of the Remit equal the Takebacks ...