WonderDoc Manual

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Managing Claims Processed in Error

Reversing Primary Insurance Postings

  1. Click “Show All Companies” at the top of the Insurance Distribution window.
  2. Select the primary insurance company.
  3. Type patient’s last name in the “Filter Last Name” field.
  4. Click on the drop-down menu to the right showing “Active”.
  5. Select the “Paid” option
  6. Find the date of service.
  7. Uncheck box under column labeled “Paid”.
  8. Click the “Update” button below the grid.
  9. Change the drop menu on the right from “Paid” to “Active”.
  10. Find the date of service
  11. In the grid labeled “Distributions for Selected Date” check the box under the “Delete” column for each posted distribution.
  12. Click “update” below the “Distributions for Selected Date” grid

Reversing Secondary and Primary Insurance Postings

  1. Click “Show All Companies” at the top of the Insurance Distribution window.
  2. Select the secondary insurance company.
  3. Type patient’s last name in the “Filter Last Name” field.
  4. Click on the drop-down menu to the right showing “Active”.
  5. Select the “Paid” option
  6. Find the date of service.
  7. Uncheck box under column labeled “Paid”.
  8. Click the “Update” button below the grid.
  9. Change the drop menu on the right from “Paid” to “Active”.
  10. Find the date of service
  11. In the grid labeled “Distributions for Selected Date” check the box under the “Delete” column for each posted distribution.
  12. Click “update” below the “Distributions for Selected Date” grid.
  13. Click “Show All Companies” at the top of the Insurance Distribution window.
  14. Select the primary insurance company.
  15. Repeat the earlier steps to remove all posted distributions.
Previous Posting Claim Payments, Write-Offs, and Patient Charges
Next Modifying Insurance Transactions and Billing Codes
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