Credit Balance Services

Investigate and resolve overpayments, issue compliant refunds, and prevent repeat errors. DeehealthIQ cleans up payer and patient credits with audit‑ready documentation inside your EHR/PM.

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Service Overview

DeehealthIQ identifies, validates, and clears credit balances across payer and patient ledgers. We trace root causes (posting errors, duplicate payments, COB, take‑backs, contractual issues), coordinate compliant refunds, and implement prevention controls—so your financials are accurate and stakeholders trust your process.



Core Capabilities: Detection, Refunds & Prevention

We handle the end‑to‑end credit balance workflow with clear notes and timelines.

Automated Detection & Exception Queues

  • Monitor ERAs/EOBs and posting logs to flag potential credits
  • Prioritize by age, balance, payer, and compliance risk

Thorough Account Analysis

  • Reconcile payments, adjustments, and transfers to confirm true credits
  • Validate COB, previous take‑backs, and outstanding secondary/tertiary claims

Refund Coordination & Issuance

  • Prepare refund packets with documentation and approvals
  • Process patient and payer refunds via approved methods; track check/EFT status

Compliance Documentation

  • Maintain audit trails with reference IDs and signatures
  • Align to payer policies, state refund timelines, and unclaimed‑property rules

Escheatment & Unapplied Cash Support

  • Age‑based reporting and due‑diligence outreach
  • Move funds to unclaimed property when required; reconcile unapplied cash

Prevention & Process Improvement

  • Fix upstream issues (eligibility, coding, posting rules, duplicate charges)
  • Update SOPs and payer‑specific edits to stop repeat credits

System Integration & Reporting

  • Work inside your EHR/PM and finance tools
  • Weekly KPIs: credit inventory & aging, refunds issued, turnaround time, and recurrence rate

Security & Compliance

  • HIPAA‑aligned access, encrypted channels, and BAA coverage
  • Segregation of duties and manager approvals on refunds

Key Benefits

Our program protects revenue integrity, reduces risk, and improves patient trust.

  • Faster refund turnaround — Clear credits quickly with documented approvals.
  • Lower compliance risk — Meet payer and state timelines; maintain audit trails.
  • Cleaner financials — Accurate AR and patient balances for confident reporting.
  • Improved stakeholder experience — Timely, professional refunds for patients and payers.
  • Fewer future credits — Root‑cause fixes reduce recurrence.
Certified specialists

Experienced analysts fluent in payer policy and finance controls.

Data‑driven detection

Rules and dashboards spotlight high‑risk credits

Seamless integration

Operate within your EHR/PM and coordinate with Finance.

Transparent reporting

Inventory, refund TAT, compliance deadlines, and recurrence.

Finance‑friendly controls, measurable outcomes

Why Partner with DeehealthIQ for Credit Balances

Specialized posting analysts, disciplined controls, and payer‑aware rules keep your ledgers accurate. We operate inside your EHR/PM and publish daily logs with week‑over‑week KPIs.

Talk to a credit‑balance specialist
Next‑Step Conversation

Start your credit balance cleanup

Share your aging report, refund policy, and bank/GL constraints—we’ll configure a 30–60 day pilot and show measurable reduction in inventory and TAT.

Phone

+91 8328191964

Email

info@deehealthiq.com

Address

FLAT NO 125, PAPAMPETA, BHGYANAGAR, Ramnagar Ananthapur, AP- 515004.

Get in Touch

Schedule a consultation

Prefer a quick call? We’ll review sources of credits, documentation gaps, and compliance risks, then map a prioritized fix list.

FAQs

An excess on an account due to overpayment, duplicate posting, COB changes, or adjustments that exceed the owed amount.

Most pilots show meaningful reduction in 30–60 days with steady TAT improvements.

Yes—patient refunds, payer refunds/offsets, and take‑back coordination with documentation.

Yes, work inside your system, coordinate approvals, and supply audit pac

Start your credit‑balance resolution today

Protect revenue integrity and reduce risk with documented refunds and prevention controls. Share your credit inventory and policies—we’ll configure a pilot in 2–3 weeks.

Schedule a call