How Andre Redistributes a Previously Posted Insurance Payment in Eaglesoft
If you notice a previously posted was incorrectly distributed by Procedure, Patient or Provider, there is a “back door” way to correct this.
1. Find one of the services connected to that insurance payment
2. Edit that service and change the Provider on the service to ANOTHER Provider
3. Edit the service AGAIN and change back to the original (correct) Provider
4. The line-item Insurance Payment in the Account will now show as “Unassigned” and have a “?” on the left margin.
5. Double click on the “?” and you can (if you have access within your Security Profile) re-distribute the payment
Alternate To "redistribute" and insurance -
1) Edit the Fee you charged by a dollar
2) Edit the Fee you charged again back to the original fee
3) This will disconnect the distribution.
4) Now you can "redistribute"
Same can be done by changing the Provider then back again. Try it!
DISCLAIMER:
This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner of the practice. Eaglesoft is a registered trademark of Patterson Dental Company. All other software or products mentioned are the property of their respective owners. Although Andre Shirdan was an employee of Patterson Dental, he is not associated with Eaglesoft or Patterson Dental Company or endorsed by Patterson or any other Company Mentioned in this blog
