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awkessler12
Canine III

SPLIT INSURANCE PAYMENTS

I have 3 doctors in the practice. When posting insurance payments in the Y screen it distributes the payment for each doctor as needed. I posted the wrong amount to one of the doctors and I can not go in and change the amount I posted wrong. It's telling me to Re-Distribute the money but when I try to do that it asks for a claim number. The payment already posted to it has no claim number to attach to the redistribution. I can't go in and Edit because it tells me it will mess up the day sheet. What can I do to fix this amount? I am going to be $6 off on my check deposit if I can't change this.  Thanks in advance.

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4 Replies
kris.kinlen
Premolar II

Re: SPLIT INSURANCE PAYMENTS

Hello - thanks for posting on the exchange - lets see if we can tag in some people to help.

softdentgirltshaw dmccrory

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Community Manager
Community Manager

Re: SPLIT INSURANCE PAYMENTS

d.canales‌ or shanab‌ I'm also including you in this. 

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bert
Premolar II

Re: SPLIT INSURANCE PAYMENTS

Leave the payment as originally posted

Use the transfer codes 96 and 98

96 for the dr that was underpaid decreases pt balance increases collection

98 for the dr who was overpaid increases patient balance decreases collection

You can add the claim # to the note section of both transfer codes

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awkessler12
Canine III

Re: SPLIT INSURANCE PAYMENTS

Thank you I will try that

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