Sometimes it is necessary to reverse a payment. Some examples of need for this is that the claim went out with the wrong service or the wrong amount for the visit.

There are two methods to accomplish this goal.

1) Write off the claim and reenter it.

or

2) Edit the claim that was paid.

The disadvantage of the later is that you might have paid the provider for the work and any changes would require a reimbursement of payroll. The advantage of the first method is that it makes for a cleaner reporting where the claim is written off and a new claim replaces it. It MUST be remembered that entering a new claim requires that you manually mark the new entry as payroll paid or the provider would be paid again.

To write off a claim follow this procedure

Navigate to Home Care>Billing View then Client Claims in the view.

Search for the client and enter the period ending for the claim that you wish to write off and hit the search button.

Select the Pencil Icon to edit the claim.

Next enter a reason for which you are writing off this claim ie: Billed incorrectly and select the Write Off button. Note: you will be warned that you are about to write off this claim

After successful editing the claim status will show Written Off. This claim will not affect nor be used to debit authorizations.

You can now proceed to enter a replacement claim for this client/employee. Remember to mark the claim as payroll paid so that the employee is not paid again.

To edit the claim (not the most preferable method) follow this procedure.

If the claim is payroll paid AND payer paid you will need to mark it payer unpaid and payroll unpaid. Follow the same procedure as above but this time select the Unpay Payroll and Ready/Resend to First Payer.

Once you do these two steps you can edit the claim through the timecard editor. REMEMBER: After you have edited this claim you must mark it Paid in Full and payroll paid. Paid in full is done using this same method to edit the claim and payroll paid is done as the manual payroll method