To edit or delete a payment
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, select a payment.
The Edit Payment dialog box appears.
Do any of the following:
Change the payment details, such as the check number, amount, and applied amounts, as needed.
Set up the following options:
Date - The date of the payment. To change the date, click (or tap) in the box, and select the correct date. However, you cannot backdate a transaction to a date that would cause it to become locked based on your organization's transaction lock setting.
Amount - The amount of the payment.
Check # - The check number. This option is available only if the payment method is a check.
Reference # - The reference number of the transaction or electronic funds transfer (EFT). This option is available only if the payment method is patient financing, an electronic transfer, or an electronic insurance payment.
Bank/branch # - The bank account number on the check. This option is available only if the payment type is a check.
Apply to charges for (Patient payments only) - The payment goes towards charges for the current patient or another member of his or her household (including the guarantor). If you select [Guarantor], you can apply the payment to charges for any or all household members.
Paid at patient visit (Patient payments only) - The payment was made at the office when services were rendered.
Partial payment (Insurance payments only) - The check or electronic payment amount is less than the allowed amount or the amount billed to the insurance carrier.
Applied - For each procedure or adjustment listed, the portion of the payment that is being applied to that procedure or adjustment.
Tags - Add tags to the payment as needed.
Notes - Any notes regarding the payment.
To delete the payment, click (or tap) Delete and then OK on the confirmation message that appears. Ignore step 3.
If you have made any changes, click (or tap) Save.