Service Unit Return
The Return Service Unit function in Penelope is used to return an invoiced Service Unit and credit the payor’s account for any amount returned. If the Service Unit was covered by a Funder’s policy then the unit/s and/or amount/s will become available for use again.
If a payment has been applied to the invoiced Service Unit/s then the payment will become an unapplied payment.
If an error has been made the return can be reversed by selecting remove in the applicable returned Service Unit. This can only be done by an authorized Worker and may require a password. Please contact your System Administrator if you have any questions.
When the return is part of an EOB transaction, partial returns can be accommodated allowing funders to pay for non-returned portions of service charges. This is commonly used when the Service Unit is invoiced under the incorrect funder or coverage.
All Service Unit amount must be invoiced prior to the Return link becoming available (e.g. if only a percentage of the Service Unit is covered under a policy and the remainder falls under FFS then you must invoice the FFS component prior to returning any Service Units.
Service Unit Recovery
The Recover Service Unit function in Penelope is used to credit the Funder’s account for the recovered amount and also credit the client’s account for any associated co-pay amount. The recovered amount will then be invoiced to the client’s account (as an adjustment -ADJ-). This feature is often used to track deductibles.
If the Service Unit was covered by a policy’s coverage unit or dollar limit/s, then the unit/s and/or dollar amount/s in the returned transaction will become part of the available coverage again. If the payment has been applied to the invoiced Service Unit/s then the payment will become an unapplied payment.
If an error has been made the recovered transaction can be removed by the minus (-) icon next to the applicable recovered Service Unit. This can only be done by an authorized Worker and may require a password. Please contact your System Administrator if you have any questions.
When the recovery is part of an EOB transaction a partial payment can also be applied where appropriate. This allows for a service charge to be partially paid by the funder and partially recovered as a deductible owing where appropriate.