There are multiple ways to delete or reverse a patient payment. Let us show you how to do it.
Watch this tutorial for a quick walkthrough.
Let's get started.
From Payment Slide-out
- Search for the patient using the Global Search Bar.
- Click on the Payment quick link.
- Select the All Payments tab.
- Select the required Payment(s) from the grid.
- Click Delete Receipt(s) or Reverse Receipt(s) depending upon your needs.
When deleting a receipt:
- Enter Reason for Deleting Receipt.
- Click Delete Receipt.
When reversing a receipt:
- Review the Amount.
- Click Reverse Receipts.
From Patient Payments
- Navigate to the System Menu > select Payments.
Under the Payments tab:
- Select the required Code(s).
- Click Reverse or Delete as needed.
- Click Proceed on the confirmation modal.
From Ledger
You can only reverse a patient payment from the ledger.
- Search for a Patient using the Global Search Bar.
- Click on the Ledger quick link.
Click on View Details adjacent to each 'Code/Category Description' under 'All Transactions'.
- Under the Transactions tab, you will find the details of the payments and adjustments.
- Select the Code(s).
- Click Reverse.
- Click Proceed on the confirmation modal.
Practices can utilise this simple guide to effectively learn how to reverse or delete a patient payment receipt. This guide ensures you learn to handle payment corrections efficiently, keeping your financial records accurate and up to date.