Recoup Payment

Recoup Payment

Step
(7 steps) / Procedure for recouping payments
Step 1: / Access the Payment Posting – Unposted screen.
Step 2: / Select the Recoup check box, and enter all applicable information, for the purpose of a successful claim match.
·  It is recommended that the exact claim number that the payment was posted to be entered.
Step 3: / Enter your additional payment information.
·  This page include the following fields:
Client Name, Amount, Service Date, Payer Information, Procedure, Check #, Claim #, Client Responsibility, Adjustment Reason and Notes
Step 4: / Click Submit in the status bar. The system attempts the match the payments to open claims.
·  If the system successfully matches the recouped payment to a claim, the payment is transferred to the Recoup tab. Once this occurs, the payment amount is automatically subtracted from the Unposted tab and added to the Recoup tab.
·  If the system finds multiple claims that match your payment entry criteria, the Payment Match page appears.
Step 5: / You must approve the recoup the payment before you can reallocate it to another claim.NOTE: To approve the payment go to Billing/AR>Payment Approval, enter Deposit ID, and select display Recoups radio button.
Step 6: / Approve all recoups.

Step
(8 steps) / Procedure for recouping payments
Step 7: / Once the recoup is approved, the recoup amount moves to the unposted tab so it can be reallocated. The amount recouped displays in green (approved) in the recoup tab.

The deposit amount remains the same, but the amount to be posted now includes the deposit amount plus the amount recouped.
This is an example of how the posted and approved recoup payment looks on the Financial Snapshot screen.


This is an example of how the posted and approved recoup payment looks on the Claims Maintenance screen.


Step 8: / Process the remaining payments associated with the EOB/ Remittance.

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