Staff and providers with the Edit Carrier/Patient Payments security setting can edit the reference number, payment date, deposit date, and payment amount for uncommitted carrier and patient payments.
To edit carrier and patient payment information:
- From Claims Management, click Process Payments, and select Carrier Payments or Patient Payments.
- Search for and select the payment you want to edit.
- Click Edit Payment.If the payment is committed, click Uncommit Payment first.
- Edit the payment information.You can change the Payment Type only if the payment has not been applied to a claim.
- Click Save.