How to Manage Patient Balances Without Insurance Adjustments

You cannot directly adjust insurance balances in the system. To manage patient balances, you can write off positive balances from the encounter or refund negative (overpaid) balances using the refund option.

How can I adjust insurance balances in the system?

Direct adjustment of insurance balances is not currently supported. As a workaround, you can contact support or use manual billing corrections outside the system. This functionality is under consideration for a future release.

How can I reduce or clear a positive patient balance?

You can write off the positive patient balance directly from the encounter, which will update the patient balance.

Steps:

1. Open the patient encounter with the balance to be adjusted.
2. Use the write-off option available on the encounter to apply the write-off.
3. Confirm the write-off so the patient balance updates.

Reference: How to add write-offs to patient statement

If an overpayment has been collected, use the refund option to return the excess amount to the patient.

Steps:

1. Locate the patient payment/transaction that created the overpayment.
2. Use the refund option to process a refund for the overpaid amount.
3. Confirm the refund so the patient balance reflects the returned funds.

Reference: How to refund a patient payment

To manage patient balances, use encounter write-offs to clear positive balances and the refund workflow to return overpayments to patients.