WebPT Ideas and Discovery

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Easier Way to Post a Refund to Insurance Company

There is no easy way to do this; if the insurance company -(say Health Adv.) wants to recoup for an over payment and we cut them a check --we need to post the refund from the correct pt acct, so there is not a credit anymore--there is no good way to post it so that it actually looks like it is an over payment refund check from us to the Insurance co---if this exists please tell me where

  • Guest
  • Dec 13 2018
  • Future Consideration
  • Attach files
  • Guest commented
    November 18, 2022 15:58

    Would love to see this be included in an update. It is so time consuming to manually apply a bulk refund, patient by patient, line by line versus a bulk option like we apply a check. Should be able to enter negative amounts.

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