How to Transfer a Credit back to a Patient from the Remittance
In this scenario, the patient paid for a service and then a check came in from the insurance and they covered the payment as well. Now, we need to transfer a CREDIT back to the patient from the EOB.
1. Create or open the Remittance
2. Enter the amount of the Insurance Payment > Press tab to enter and move the Credit
3. Type in a Zero to move the credit to "Xfer to Patient"
4. Now, Click "Post ERA/EOB" to finalize the posting.
The money will be moved back to the Patient and credit will be applied.
