About this event
Insurance overpayments don’t always result in a refund request.
Sometimes the insurance company recovers funds through a takeback, reducing a future payment and impacting multiple patient ledgers. Other times, what appears to be an overpayment is actually a valid patient credit created by the original treatment estimate or contract setup.
Join us for Episode 6 of Tops Unplugged as we walk through overpayments, refund requests, takebacks, and best practices for documenting these transactions in TOPS.
Your Questions Drive the Conversation
Submit up to three questions when you register.
We use your questions to help shape the discussion and focus on the real-world insurance situations practices encounter every day.
Questions that are better suited for a future episode will be saved and addressed later. If we’re unable to cover your question during the webinar, we’ll follow up afterward.
In just 30 minutes, we’ll cover:
• Common causes of insurance overpayments
• Understanding refund requests and takebacks
• Determining whether a credit belongs to the patient or insurance company
• Using adjustments to properly document takebacks
• Impact on patient balances and reporting
• Maintaining a clear audit trail
Why Attend?
“The insurance company reduced today’s payment because of an overpayment from months ago. How do I record it correctly?”
Short. Practical. Actually Useful.
Episode 2 of a 3 part series
The most reliable and secure practice management system for your orthodontic practice. Painless management of patient care, treatment planning, appointment scheduling, staff management, insurance, payments, analytics and more, in one solution.
