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 ...

• Full Insurance Refunds & Takebacks Posted Manually

  There is a specific workflow for manually posting Insurance Refunds. If there are other Payments on the Remit, the Refund(s) must be posted before the Payments are posted. Attach to a Reference Batch before beginning the Refund process. It is ...

• Administrator's Setup Workflow

  Welcome to your new Database! Let's get started with your setup! The workflow below will guide you through the setup steps in the most efficient manner. Getting Started Getting Started Overview Standard Operating Procedures and Best Practices Quick ...