Wiki Request for Repayment Letter

[Cdawso2]

Does anyone have a template for a tactful way to request money back from a patient when the insurance company sent the payment to the patient instead of the provider? Is there anything in particular I should or shouldn't say?

Thanks!

 

[bjmontana]

We just send the patient a statement for the amount due with a note indicating the insurance sent payment directly to them.

 

[jdyoutsey]

That is the same thing we do. Sometimes they say that they never got the checks, but when that happens we are able to call the insurance company and get the dates the checks were written, for how much, and when they were cashed.