Insurance Overpaid Report

In Standard Reports, in the Monthly section, click Insurance Overpaid.

The Insurance Overpaid Report finds situations where the insurance payment, plus any write-off, exceeds the fee.

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. If you are looking to resolve overpayments on procedures one-by-one, use the Procedures Overpaid Report instead.

Note: To control user access to this report, see Report Setup: Security Permissions.

Clinics: Highlight the clinics to include. Click All to select all clinics, including those that are hidden.

Filter Options:

For a description of toolbar buttons, see 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.