Process Insurance Take Backs

Insurance take backs are entered as negative payment amounts in the EOB.

To enter a take back:

  • Select New Payment from the Payments tab
  • Enter the payer information and payment date
  • Enter EOB Only as the payment method.
    The following message will appear "If this is a takeback, enter the amount as a negative number."
  • Enter the EOB Tracking Number
  • Enter the take back as a negative number
  • Enter a Note and Batch Name as appropriate
  • Process the take back in the same manner as a payment

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