Edit Multiple Payments
To make corrections to several charge lines at once, such as adding a check number, the Edit Payments page is your best option.
Editing Payments
- Open the Payments menu and select Edit Payments.
- If you haven't selected a patient, you'll be asked to prior to displaying the page.
- If you haven't selected a patient, you'll be asked to prior to displaying the page.
- Select the Insurance associated with the payments you want to edit. You can add Deposit Dates to narrow your results.
- Click Search. The page displays all of the charges and payments that meet your search criteria.
- Make any updates needed to each payment line. Common updates include updating the payment, adjustment, or transfer amount, transferring the remainder to a different insurance or to the patient, or updating the deposit date. Make your updates and click the Save button at the bottom of the page.
- You'll receive a confirmation message.
- You can also delete payments made in error. Use the checkboxes to select the payments, and click the Delete button at the bottom of the screen.
- Confirm the deletion by clicking OK.
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You'll receive a confirmation message.
- Verify that the PR and CO Adjustment Qualifiers follow these requirements.
- Select Save.