Missing EOB/payment quiz

Payment is in PB clearing, after we receive the EOB and save in the folder, which activity should we use?

• Defer

• RFI missing EOB + route

• RFI missing payment + route

• RFI misposted payment + defer

If insurance overpaid or incorrectly paid another claim and the payment needs to be reassigned to our claim, we have...

If the claim was denied or processed to PR, what should we do first after 30 days have passed from the processed date

• Ask the rep to fax the EOB

• Download it from the portal

• Look for the EOB in Epic

If our payment was posted to another patient's account, which activity should we use?

• RFI misposted payment

• RFI missing payment

• RFI missing EOB

If the insurance has not released payment because we need to refund them an overpayment for a negative balance, which activity should we use?

• RFI Negative balance

• Transfer

• Refund processing

What information is always needed when making a note related to a payment?

• Claim number

• Paid amount

• EFT/check/VCC number

• Paid date

• Patient's name

What is the name of the account where payments usually posted if no EOB is received with it? (no spaces)