Debit Request - Clinic Essentials Knowledge Base

Debit Request

July 26, 2013

A debit request would be made in a case where a payment needs to be sent back to Teleplan.

To send a debit request:

  1. Open the Patient Information (Browse) screen
  2. Select the insurance fee that will be sent back to Teleplan
  3. Click on the View button
  4. Click on the RES button
  5. You will be asked if you wish to send a debit request - select Yes
  6. You will be presented with the MSP Remarks screen. You can enter a note here that will be presented to MSP. This is where you would enter why you are sending the payment back
  7. Save
  8. The debit request will be sent to Teleplan with your next submission.

    Patient Information Billing Ledger MSP

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