Editing Payments

You can edit the payment amount, payment and deposit dates, and reference number for carrier and patient payments.

1. In the Carrier Checks or Patient Checks window, search for and open the payment you want to edit. See Searching for Payments.
2. If the payment is committed, click Uncommit Payment.
3. Click Edit Payment.
4. Update the payment details.

   If the payment has not been applied to a claim, you can also update the carrier (for carrier payments) and payment type.

   • The updated payment amount must be greater than the total amount already applied to claims.
   • The updated deposit date must be later than the service date for claims with payments applied.
5. Click Save.

If you accidentally post a payment toward the wrong claim, follow these instructions to remove the claim from the payment.

1. Open the Carrier Checks or Patient Checks window for a claim, and expand the Payment Detail panel. See Opening and Navigating the Carrier and Patient Checks Windows.
2. To search for a specific claim in the Payment Detail panel, click Show Search, enter the details of the claim in the search criteria fields, and click Search.

   The claims that meet your search criteria are displayed.

3. To remove a claim so that it is no longer associated with the payment, click the X icon in the row of the claim you want to remove.

The claim is no longer associated with the payment. The payment amount that you posted toward the claim is now added to the payment’s outstanding amount.

If a payment does not cover a specific line item on a claim (but covers other line items on the same claim), follow these instructions to delete the line item payment.

1. Open the Carrier Checks or Patient Checks window for a claim, and expand the Payment Detail panel. See Opening and Navigating the Carrier and Patient Checks Windows.
2. To search for a specific claim in the Payment Detail panel, click Show Search, enter the details of the claim in the search criteria fields, and click Search.

The claims that meet your search criteria are displayed.

3. Click the Claim # link in the row of the claim you want to adjust.
   To view and modify an internal claim, do not click a claim number that says “(external).”

   The Posted Transactions Detail window opens.

4. Click Delete in the row of the line item whose transaction you want to delete.

   The payment toward that line item is removed and is added to the payment’s outstanding amount.

5. Click Close to close the Posted Transactions Detail window.

You can adjust external claims in the Carrier Checks window.

1. Open the Carrier Checks window for a claim, and expand the Payment Detail panel. See Opening and Navigating the Carrier and Patient Checks Windows.
2. To search for a specific claim in the Payment Detail panel, click Show Search, enter the details of the claim in the search criteria fields, and click Search.

   The claims that meet your search criteria are displayed.

3. To view payment details for a claim that you marked as related to the payment, click the Claim # link in the row of the claim.
   To view and modify an external claim, click a claim number that says “(external).”

   The Post External Claim Transactions window opens.

4. Enter the adjustment amount in the Transaction Amount field, and click Post Transaction.
   For example, if the carrier paid $100 toward a claim but you accidentally recorded the amount as $99 when posting the payment, enter 1 in the Transaction Amount field.

   The payment toward the claim is adjusted.