We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Enter in an Overpayment

Version 14.19
Path: Clinical, Billing, or Practice Management tab > Patient Chart button

Overview

If an insurance payment was made to your office in error as a duplicate payment, you will notice that once a claim is settled there is not a way to post an additional payment on the claim. You will need to add an insurance credit onto the Patient Chart.

Record an Overpayment

  1. Navigate to the Patient Chart using the path above.
  2. Click Credits.
  3. Click the New Credit button. The Patient's Credit Account window opens.
  4. The Date field defaults to the current date.
  5. Use the Pay method dropdown to select the method in which the overpayment was received.
  6. Enter the check number in the Check/Ref # field, if appropriate.
  7. Enter the amount of the overpayment in the Patient Credit or Insurance Credit field, as appropriate.
  • For Insurance credits ONLY, select the payer by clicking on the lookup button next to the Insurance Payer Code field.
  1. Enter the credit details/explanation in the Note field (e.g., "Duplicate payment for date of service, xx/xx/xx"). Include as many details as possible, including any information about an error or retraction, if applicable.

  1. Once finished, click the Save/Post button at the bottom of the window to save changes and exit.
Note: When a payer identifies an insurance overpayment, the payer will either request a refund or apply the overpayment to another patient account. 
Version 14.10
Path: Smart Toolbar > Account button

Overview

If an insurance payment was made to your office in error as a duplicate payment a user will notice that once a claim is settled there is not a way to post an additional payment on the claim. Users will need to add an insurance credit onto the Patient Account.

  1. Enter the payment as an insurance credit in the Patient's Account.
  2. In the Note field of the Patient's Credit Account form, explain why the payment was made in error. Enter as much detail as possible.
  3. When finished, click the Save button to save and close.

Record an Overpayment

  1. Open the Patient Account button.
  2. Click the Credits button.
  3. Click on Add Credit button.
  4. Click the dropdown arrow button to the right of the Pay method field and select the appropriate method of payment.
  5. Enter the check number in the Check/Ref # field, if appropriate.
  6. Enter the amount of the overpayment in the Patient Credit or Insurance Credit field, as appropriate.
  • For Insurance credits ONLY, select the payer by clicking on the lookup button next to the Insurance Payer Code field.
  1. Enter the credit details/explanation in the Note field (e.g., "Duplicate payment for date of service, xx/xx/xx"). Include as many details as possible, including any information about an error or retraction, if applicable.

  1. Once finished, click the Save/Post button at the bottom of the window to save changes and exit.
Note: When a payer identifies an insurance overpayment, the payer will either request a refund or apply the overpayment to another patient account. Also, when you are balancing out your current payments for the day, please know that you will have to now look under Current Credits, when you are adding in insurance credits to patient's accounts.