Reverse Visit

Reverse Visit is used when you need to make corrections to a visit, such as a physician, start/top time, facility, or CPT code.  Reversing a Visit is also often necessary if insurance information has been changed on an account, and the new plan bills differently than the old plan (split MD & CRNA billing), or if the contracted allowed amounts are different.  For example, if a plan is switched from Medicare that bills an MD and separate CRNA charge, to a Commercial plan that bills one charge with no contracted allowed amounts, the visit should be reversed and "re-issued."  The Reverse Visit Wizard is tool that will allow you to reverse a visit and immediately re-issue the visit to make corrections, without having to key the entire visit from scratch.

The Reverse Visit option will reverse an entire visit, not just an individual charge on a visit, and any payments or adjustments that have been posted on that visit to date.  You can Reverse Visit and Reissue Visit if you need to make any corrections, such as the physician, CPT code, facility, or if the insurance plan has changed.  If the visit had been entered on the wrong patient, you may just Reverse Visit and not Re-issue in that case.  The reversed visit will show in a coral color in the ledger, and will "undo" the Visit and any payments or adjustments posted to that visit.  The payments will need to be re-posted normally to the new visit when it is re-issued correctly.

To Reverse a Visit, make sure the mouse has selected the Visit to be reversed by pointing and clicking on the line of the ledger for the visit (visits display in light-green in the ledger, blue if the visit is selected as above).  If the mouse cursor is on a VISIT line when you right-click, you will have an option to Reverse Visit.  From the Ledger, Reverse Visit may be performed from the Charge/Payment or Activity Views by either right-clicking to invoke the pop-up menu, or selecting the Options button at the bottom of the screen.  Selecting Reverse Visit will invoke the Reversal Wizard.  A warning will display: "You are about to reverse a visit.  All charges, payments and adjustments will be reversed and payments must be reapplied to a new visit.  A reversal cannot be undone.  Please verify this is what you want to do." If you would like to reverse the visit and re-issue with corrections select Yes. If you would like to reverse but not re-issue a new visit, select No.  If you select Yes, the system will prompt you for a Batch to put the new visit in.  Select the Batch or create a new batch for the new visit.   Select Finish.

If the Visit has any payments applied to any of the charges, a payment batch must also be selected.  The total of the payments applied that are to be reversed will be written to the payment batch as a Bulk Payment with no claim distributions.  This is true whether the reversed payments were originally bulk, insurance, or self pay.  MedSuite uses the bulk payment as a "place-holder" or "tickler" so that the user will be reminded to re-apply the reversed payments.

Now the ledger will display the original visit, the reversal, and any payments/adjustments for that visit in a coral color, and a new light blue "unposted" visit if you re-issued the visit.  Edit the unposted visit and make the necessary changes by right-clicking on the new visit, and selecting the option Jump to Visit.  Note that if the insurance plan has been changed, you will need to recalculate the charges on the reissued visit. After making the necessary changes or recalculating the charges, you do not need to do anything else (like refile or reset billing).  The new visit will post in the nightly closeout and a new claim will be generated.

When a Visit is reversed, any open claims for the original visit are closed, unlike a single charge reversal, which leaves the original claim open.