Insurance Overpaid Report

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

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

  1. In the Main Menu, click Reports, Standard.
  2. In the Monthly section, click Insurance Overpaid.
  3. Clinics: Highlight the clinics to include. Click All to select all clinics.
  4. Group by procedure (default): Select this option to group the report by procedure.
  5. Group by patient and date: Select this option to group the report by patient and date.
  6. Click OK to generate the report.

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: Someone with the appropriate permissions can directly edit the erroneous writeoff amounts. Beware that this will alter historical reports.

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.