Editing Carrier and Patient Payment Information

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:

  1. From Claims Management, click Process Payments, and select Carrier Payments or Patient Payments.
  2. Search for and select the payment you want to edit.
  3. Click Edit Payment.
    If the payment is committed, click Uncommit Payment first.
  4. Edit the payment information.
    You can change the Payment Type only if the payment has not been applied to a claim.
  5. Click Save.