Entering Credits or Refunds

How to enter credits or refunds in EZClaim

Where to enter credits

Entering a Credit for a Service Line on the Claim Screen

Entering a Large Credit Across Many Claims

Entering credits, also known as takebacks or recoupments, is as straightforward as entering a payment. The only difference is that you will enter a negative amount instead of a positive one. In EZClaim, negative numbers are represented by parentheses around the amount, like ($30.00), instead of using the - (negative) sign.

Credits can be manually entered in two locations

• To enter credits for service lines on a specific claim, you can utilize the claim screen by double-clicking on the Paid cell and accessing the service line payment window. 
  
  
• To enter a large credit across multiple claims, you can utilize the Payment Entry window by simply clicking on the Enter Payment button located on the Home screen.
  

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Entering a Credit for a Service Line on the Claim Screen

• To apply the credit, open the claim
• Double-click on the Paid cell in the service line.

• Choose whether the credit is associated with the patient or the payers linked to the claim.

• Enter a negative value in the Payment Amount field (typing the - (minus) sign will automatically add parentheses), along with the desired date and any additional reference information

• Click on the Save & Close button

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Entering a Large Credit Across Many Claims

• Click the Enter Payment button on the Home Screen

• Select either Patient or Payer

• Enter the credit as a negative amount in the Amount field, a date, and any other reference information you would like.

• Make sure the service lines you need to apply the credit to are visible in the list.

• Enter the credits for each service as needed

EZClaim will keep a running balance from the total credit and show your remaining credit in real time as you enter each credit to each claim in the list

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