Crucial Exams

AAMA CMA Practice Question

A patient receives a routine check-up, and the office visit is billed at $150. The patient's insurance company processes the claim and pays $120, which reflects the agreed contractual rate for the service. The patient had already paid a $50 co-pay at the time of service. How should the medical assistant process the overpayment in the patient's account?

  • Write off the credit balance as an adjustment.

  • Issue a refund to the patient for the overpayment.

  • Apply the credit balance to future visits.

  • Transfer the credit balance to another patient's account with an outstanding balance.

AAMA CMA
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