Using the Refund Maintenance Tool

The Refund Maintenance tool is used when an invalid or inaccurate credit has been assigned to a particular claim. This may be caused by a Refund Error, an accidental posting error, or a mis-assigned credit.


  1. Note the claim number(s) with the credit(s) to be removed.
  2. On the main Billing Toolbar, click the down arrow next to the Tools icon and select Refund Maintenance.



  3. Enter the claim number in the Claim ID box. Hit Enter or Tab to search.



  4. Check the box next to the incorrect credit. Click Delete.



  5. Repeat as necessary.