Voiding and Reversing Transfer Claim Balances

1.    If necessary, navigate to Accounts | Account Summary |  Transfer.

2.    In the Payor From field, select the payor your transferred the remaining balance from.

3.    The effective date will default to the current date and can be changed, if necessary.

4.    Scroll to the Complete (Not Billed) Transfers section.

5.    Click  .  

If multiple transfers have occurred for this payor, verify this is the correct transfer (prior to clicking Void) by referencing details displayed in the Payor From, Payor To, and Transfer Amount columns.

6.    Once Void has been clicked, the dollar amount that has been transferred will be returned to the primary claim as an ending balance and the secondary claim will display as "$0.00" in Account Summary.

7.    To view voided transfers: Select a payor in the Payor From drop-down field. Scroll to the Complete (Not Billed) Transfers section and check the box next to Include Voided Transfers.

 

1.    If necessary, navigate to Accounts | Account Summary.

2.    In the Accounts Receivable Reconciliation section, select the corresponding claim line that you transferred the amount to (secondary).

3.    In the Accounts Receivable section, select the transferred claim line.

4.    Click the Void/Reverse Charges tab.

5.    In the Accounts Receivable section, select the claim line.

6.    Click    or  . Upon clicking either ReBill or Replace Bill, users will receive a messsage("Claim selected was transferred from another payor") and will be prompted to perform one of the following two actions:

1     ReBill/Replace Only — When clicked, the software will reverse the payor associated with the transfer as normal and users will receive the following message: "Accounts Receivable: Entry has been reversed.":

A     Transfer status on the batch detail records for the primary payor in Account Summary will display as "In Process" and the transfer record will display on the Transfer screen in the Completed (Not Billed) Transfers section. The transferred claim will display as "$0.00" in Account Summary until it has been rebilled.

B     Users may void this transfer by clicking the Void button in the Completed (Not Billed) Transfers section of the Transfers screen, if necessary.

C     Once the claim is re-batched or re-billed, the transfer status will display as "True" (in Account Summary) and will no longer appear in the Completed (Not Billed) Transfers section.

2     ReBill/Replace and Transfer Back — When clicked, the software will reverse the payor associated with the transfer as normal and users will receive the following message: "Accounts Receivable: Entry has been reversed.". The transfer amount will then be returned to the primary claim in the Ending Balance column.

A     The software will automatically void/transfer back the Transfer Amount for the charge(s). The reversing transfer will display under the Payments & Adjustments section (in Account Summary) with an adjustment type of "Void".

B     Transfer status on the batch details for the primary claim will be blank.

C     Users may view the voided transfer in the Transfer screen by checking the Include Voided Transfers box in the Complete (Not Billed) Transfers section.

If users try to ReBill/Replace the primary payor claim before voiding/reversing the transfer claim, they will receive a message("Accounts Receivable: Entry has been reversed") within the Void/Reverse Charges tab and these buttons will become disabled.