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Kareo Help Center

Reverse Insurance Payment

Some situations require you to reverse a payment. For example, if the insurance overpaid or paid in error, you may need to reverse the payment. You can then either refund the payment to the insurance company or apply it later to another line of service. Reach out to the insurance company for specific instructions.


Reverse Insurance Payment

  1. Click Encounters > Track Claim Status. The Find Claim window opens.
  2. Search for  and open the encounter. The Edit Claim window opens.
  3. In the Transactions history, double-click on the insurance payment to open. The Edit Payment window opens.
    • An insurance payment shows the applied payment amount, payment ID, and which insurance company made the payment.
  1. Click the Apply tab.
  2. Click on the patient name that requires the reversal.
  3. Click on the date of service that requires the reversal.
  4. Click on the service line with the payment that requires reversal.
  5. Click More+ at the bottom right.
    1. If the service line has been settled, select Reopen from the drop-down and click Post.
  1. Select 1- Payment from the drop-down.
  2. Enter the minus (-) sign and the amount you want to reverse.
    Note: The amount can be less than or equal to the original payment posted.
  3. Click Post.
  4. If applicable, add a Note with the reason for the reversal.
    1. Select 7- Note from the drop-down.
    2. Enter a note in the box.
    3. Click Post.

The payment will now show as reversed and remains unapplied until you refund it or apply it later to another line of service.

  1. Click Save when finished.


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