Replacing a Paid Payer

Did you get a payment from the wrong primary payer? Here is how to replace a paid primary payer with another primary payer.

  1. Enter the claim number in search.

  2. In the search results list, click the claim number.

  3. On the "Coordination of benefits" tab, click the edit icon.

  4. Click the payer type button and then enter the new payer in the primary box.

  5. Click Save changes.

You will notice that the original primary payer is now grayed out but the money they paid is still applied to the claim balance. However, when you queue the claim for submission, the submission does not include the money paid by the original payer. Instead, you will see the full charge amount with zero payments. Keep in mind that if you replaced the paid primary payer with the patient, the patient will receive statements for the full claim balance.

Even though the original payer is disabled, you can still refund their money:

  1. Click the Credit tab on the Claim page.

  2. Find the credit block with the name or the ignored original payer.

  3. Click Refund payment.

  4. Enter the transaction type, number, and date.

  5. Click Post now.