Insurance offset

[caitlin]

What's the cleanest way to handle an insurance offset, when they've overpaid on a patient's claim and then take it back from a different patient?  What's the best way to reconcile in Crystal?

Thanks! Caitlin

[gracecrystalpm]

Oh the joy of some insurance companies (won't name names here)! From my experience, what I'd do is on the patient with the over payment (you should have a (-) amount hanging in insurance balance), write that amount off and edit the line description stating applied to patient XX. Now go to the patient with a (+) balance, again write it off and edit the line to say used over payment from patient YY.

Hope that made sense.

Grace with Crystal PM

[KizerOpt]

only problem with that seems to be having the other patient's name show up on the invoice. I created a patient for each insurance company that happens with and transfer the credit over, identify the patient it came from, then transfer it to the patient they use it on. It seems to be ugly and cumbersome no matter how you do it.

[peter@crystalpm]

Look for future updates referencing "chargeback" to help clear some of this creative financial numbers. We're working on it, but not sure when it will be released.