Insurance Overpaid Report
The Insurance Overpaid Report finds situations where the insurance payment, plus any write-off, exceeds the procedure fee.
In Standard Reports, in the Monthly section, click Insurance Overpaid.
The purpose of this report is to identify situations where it may be necessary to adjust procedure fees to account for what insurance companies are paying. To resolve overpayments on procedures one-by-one, use the Procedures Overpaid Report instead.
To control user access to this report, see Report Setup: Security Permissions.
Calendar: Select the date range to run the report. Select the start date in the left calendar and the end date on the right calendar. Filters by procedure date.
Clinics: Select clinics to include in the report. Ctrl + click to select multiple clinics or check All (includes hidden) to include all clinics, including those marked hidden.
Click OK to generate a print preview the report. Below is an example of the report and explanation of the report columns. For a description of toolbar buttons, Complex Report System.
To handle the items on this list, find the original EOBs and verify.
Fixing Old Payment Amounts: It is unlikely that an entry error of the payment amount would have been the cause, because the daily deposit slip would not have balanced and the bank would have rejected the deposit. It is difficult to fix this kind of entry error. It will involve deleting the old deposit slip and the old insurance payment (not the claim procedure or the claim). Then, after fixing the payment amount, the insurance check and deposit would be recreated.
Fixing Old Write-offs: Add supplemental payments for the necessary procedures and correct the write-offs by adding negative write-off amounts.
Sending a Refund: If insurance truly did overpay, they must be notified so that a refund can be arranged. Open the claim, highlight the involved procedures, and click the Supplemental button at the upper right. Enter negative payment amounts. Create an insurance payment with a negative amount. This properly fixes the patient account and makes the patient responsible for the previous overpayment. If the overpayment was discovered after an unreasonable amount of time, the office has the option of entering a patient adjustment to not make the patient responsible.