Steps:

Part 1: (Refund)

Follow the steps for the Insurance Refund first

 Part 2: (Write-off/ Deduction/ Additional payments)

1. Now that the refund is done, return to the patient List tab.

2. Find the patient the insurance deducted the money from.

3. Click on that patients’ Transaction tab.

4. Click on the Payment button.

5. There are a couple of possible scenarios:

   1. The insurance deducted the total amount they allowed from the person, leaving you with no payment.

   2. The insurance allowed more than they deducted, so there is a payment, but less than they allowed, due to the amount they deducted.

6. If there are any payments for this patient, enter the check amount in the Amount box and fill out like a normal payment, otherwise leave the Amount $0.

7. In the top list box, scroll through the transactions to find the one the insurance company deducted money from. Double-click on the transaction.

8. If there are any payments sent by the insurance company, enter the amount to be applied to the transaction in the Today’s Payment.

9. For Adjustment enter in the amount of the write-off/deduction.

10. For Reason click the down arrow, and select Write-off from the list.

11. Click Save.

12. Click Notes. In the notes window, enter information that relates this deduction to the refund you did. Click Ok.

13. Click Post.