[Melissa Dunham]

I simply notify the plan via Electronic Attachment service, ( I use NEA) and keep a receipt. Perform my own Coordination of Benefits, and place a “insurance refund” on pts screen so that any credit would not be erroneously granted to patient by another unsuspecting staff member. When the plan recieves your notice via electronic attachment, they can then send you a request for refund. This suffices your notification if you are a contracted provider. If you are not contracted with plan you do not have to do anything, except hold refund ( insurance refund transaction code) in the event the plan requests a refund.