Claim Refunds Screen Details

This screen will display claims selected from the Claim Credit Select screen allowing the entry and processing details of the refund(s).  


The Refund Details table, contains the following fields:

  • Refundee: The responsible party that will be refunded.

  • Max. Refund: The maximum amount available for refund.

  • Tot. Refund:  The total amount accounted for to be refunded.

  • Payment Type: The payment type that will be associated with the refund. 

  • Claim ID:  The system identification number assigned to the claim. Link to open claim by clicking onto the claim ID

  • Claim DOS:  The date of service for the claim. 

  • Level:  The level listed on the claim (Primary, Secondary, Tertiary, Statement)

  • Payer:  The Payer listed on the claim also associated with the level.  

  • Charges:  Total charges billed out on the claim

  • Payments:  All payments applied to claim

  • Adjustments:  Total of all adjustments made on the claim

  • Balance:  The current credit balance of this claim.

  • Actions:  Amount that will be refunded with a tooltip explaining where the refund will go 

  • Refund Notes:  A note that will be added to this refund once saved.

  • Save:  Saves entries from above.