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 ...

• Takeback Examples

  Takeback Amount is Greater than Expected A Takeback amount on the ERA may be higher than the expected amount due to: Interest applied between the notice and Takeback. Sequestration recalculations. Rounding differences across Claim lines. Retroactive ...

• ERA Takeback/Refund/Reversal

  Post as Remitted vs. Using the Takeback Process 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 ...

• Check-In/Check-Out Daily Workflow

  Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. Check-In Process Patients can be Checked In from the Calendar and/or Patient Dashboard. Check-In From the Calendar On the Calendar, select the Patient's Appointment or ...

• 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 deactivated by unchecking the Active box, the original Profile should be ...