If an insurance company takes back a payment or you need to send back a payment that was received in error, use the following steps to record this in TherapyMate.
Step 1
Go to the client's billing page and click on the invoice number where the payment occurred and click the edit button.
Step 2
Add a new line to the invoice. Enter the preferred date and choose Note from the Event drop down.
Step 3
In the Description box on the Note line, enter the reason why you're sending back the insurance payment. Include the insurance payment number if there was one AND the dollar amount that is being sent back. Include other information as necessary in case you need to refer back to this invoice.
Step 4
Delete the insurance adjustment line on the invoice.
Step 5
Click the Save button.
Step 6
Go to the clients payments page and delete the insurance payment that was applied to the invoice you just edited. This will remove that amount from the invoice and income page. The invoice will returned back to a Pending Status.