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In MacPractice, every insurance payment is assigned to a claim, and can only be applied to charges associated with that claim. This document explains how to apply an insurance overpayment to other charges on the patient's ledger.

If you're looking to handle Insurance Takebacks instead, please review this linked article.

Creating an Insurance Overpayment Adjustment Type

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The Negative Adjustment will display the "Insurance Overpayment" adjustment type in the description. This is the Overpayment amount you can now apply to other charges as you wish by double clicking the negative adjustment and applying it to other eligible charges in the patient's ledger. You can also leave the adjustment unapplied for future charges.

In the case of Secondary Insurance Overpayments

If you are working with a patient with a Primary and Secondary Insurance, and you encounter an overpayment on the Secondary Insurance, the same process will apply. However, you will need to ensure that the Insurance Payment is posted on the patient's account, even if there is nothing to apply it to.

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