Changing Patient Payment Information and Deleting Patient Payments
This topic describes how to edit patient payment information. This topic includes:
- Changing Applied Patient Payment Amounts
- Voiding Transactions to Delete Patient Payments
- Changing Payment Types
- Viewing the Change Payments Log
- If you apply a payment to the wrong office:
- Payment applied today—void the payment and re-apply it to the correct office in the Change Payments screen. See Voiding Transactions to Delete Patient Payments.
- Payment applied prior to today—indicate the variance in Daily Closing. See Performing Daily Closing
- Only staff and providers with the Change Patient Payments security permission set in Administration can edit patient payments.
Changing Applied Patient Payment Amounts
You can edit patient payment amounts after they have been applied, only for payments applied today. After a day is closed, you cannot change the payment type or amount.
Some payments cannot be edited:
- Payments that include multiple orders cannot be edited, but they can be voided and re-entered. For more information, go to Voiding Transactions to Delete Patient Payments.
- Miscellaneous payments that generated a patient credit cannot be edited or voided, but you can remove them by issuing a credit refund in Material Orders. For more information, go to Refunding or Removing Patient Credits .
To change applied patient payment amounts:
- Click Store Operations, and select Change Payments.
- Locate the transaction you want to edit, and enter the new Amount.
- Enter Optional Comments, as needed.
- Click Save.
The new amount is saved and will appear on the Daily Transaction Payment Report.
Voiding Transactions to Delete Patient Payments
Use this procedure:
- To delete a patient payment when the payment has been entered in error, or
- When you need to change the payment amount on payments that include multiple orders. To change these types of payments, void the transactions, and then reapply the payment to the orders.
- Click Store Operations, and select Change Payments.
- Locate the transaction you want to void and click the Void Transaction icon.
A confirmation window opens.
- Click Void Transaction.
The Change Payments screen shows that the transaction was voided and the amount is set to $0.00.
Changing Payment Types
You can change the payment type for payments made on the current day.
- Click Store Operations, and select Change Payments.
- Locate the transaction you want to edit, and select the new Payment Type.
- Enter Optional Comments, as needed.
- Click Save.
Viewing the Change Payments Log
To view payment edits, including voided transactions:
- Click Store Operations, and select Change Payments.
- Locate the transaction you want to view, and select the View Log icon.
The Log Details window opens and displays information for the transaction.