3rd Party Payer Clawbacks

Overview

This feature is beneficial in situations where a third-party payer has resolved a claim but later seeks a refund or clawback as a result of particular conditions.

How to use

1. Highlight and R-click the payment on the patient sales history

2. Select Process 3rd party clawback

Open

3. Check the invoice(s) checkbox to use the full payment amount or double-click in the clawback amount cell to enter the partial clawback

4. Click save

Open

• Should you choose the full payment option, the initial payment will be removed from the patient's sales history and recorded in the third-party ledger.

• In the event of a partial clawback, a portion of the patient payment will continue to be recorded in the patient sales history, while the remaining amount will be reflected in the third-party ledger.

5. Go to Accounting > 3rd party ledger > select the 3rd party payer to find the payment

6. Highlight and R-click the clawback > apply to claim to use this payment for another patient