Having a “duh moment” …
A bulk check was entered, and the claim was finalized. Unfortunately, one of the payments was applied to the wrong patient claim. So, the payment must now be removed from a finalized claim from one account and applied to another account & claim. No changes to the total claim amount.. just incorrect deployment.
What is the correct way to do this?
Ideally, I would want to make sure these changes show up in the area beneath the check/ EFT Ins Pymt History area, the same as with supplemental pymts and ins overpymt refunds.
Do I enter corrections using the Supplemental button with a negative adjustment to the procedure(s) to be corrected? Will Open Dental allow me to make changes to insurance payments after claim(s) have been finalized or is there another way this should be done?
Thanks for any help ~ Lynn
Correcting ins pymt error after claim is finalized
Re: Correcting ins pymt error after claim is finalized
The correct way to fix this is to delete the bulk check and recreate it with the correct claims attached. It's not the quickest way to fix this, but it will leave your accounts in the cleanest positions.