You can edit an insurance payment that has been posted to a patient's ledger.
To edit an insurance 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 an insurance payment.
The Edit Payment dialog box appears.
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.
Additional payment(s) expected later from insurance - 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.
Deductibles - As needed, change any of the amounts to reflect the correct met portion of the deductibles for the current insurance coverage year.
Notes - Any notes regarding the payment.
If you have changed the Date, Amount, Check #, Reference #, Bank/branch #, Applied amounts, Tags, or Deductibles, the Reason for Correction tab appears. Select the tab. In the box provided, enter the reason for the changes.
Note: A reason is required only if a certain ledger option is enabled.
Click (or tap) Save.