Revenue | Refund Copay

Last updated: December 27, 2024

If a co-pay payment has been collected and a refund needs to be reflected on the claim, this article details how to document the refunded copay. 

Step by Step

This process will begin with a patient who has already had a co-pay collected for a specific visit

  • Navigate to the claim for which the co-pay was collected

  • Select Create a posting to open the create a posting modal 

  • Select the patient from the Select a payer drop down and a COPAY line item will be come available

  • Make a negative payment to capture the full amount refunded to the patient

  • Select Create a posting and the refund is now documented displayed in the Activity Log

Resources

Video: Refund Copay