Posting a Refund

Payor Refund

When a payer requests a refund, after mailing the check to the payer, do the following to record it in ReLiMed

1. Go to Post Payments
2. Select Adjustment only tab
3. Search and select the claim you want to post the refund to, Click Post
4. Add a negative adjustment amount as shown in the picture below
5. Select Payer Refund as the Adj Code,
   • If you dont see this as an available Adjustment code, you can select another appropriate Adjustment code
   • Or you can add a new list item under Admin ListItems for Adjustment Reason Codes called Payer Adjustment - Scroll all the way down to learn how do add an Adjustment Reason to the list
6. Make sure the Pmt / Adj from has the payer name selected
7. Click on Apply Changes
   • Make sure the amount is populated in the grid below
   • If its not, add the amount in appropriate line item 
8. Click on Save

You will see the negative adjustment as payer balance, You can refile claim or followup on next steps for that balance

Adding Adjustment Reasons

You should have Admin -> User List Entry Privilege to make any changes to the list

1. Go to Admin -> List -> List Item Entry
2. Select Adjustment Reason Codes
3. Go to the bottom of the list and in the last row row that is empty, type in the Adjustment Reason you would like to add in List Item Name column
4. The same info gets auto popluated in Description for you, you can change the description if you want. List Item Name is what you will see in the Post Payment screen
5. In the Billing Adjustment Reason, Select Regular Adjustment from the list that pops up and tab out or click somewhere else on the screen

Adjustment reason gets saved