Patient Payments: Error Corrections & Deleting Payments

Note: It is not recommended that anyone ever deletes a payment.  Instead, please utilize the "Correction" type as a new line item to account for any errors.  

Step 1: Please click the green "+ Add" button: 


Step 2: Please select a payment date, an appointment, provider, payment method, and under the "Type" field, please select "Correction".  The amount will populate as a negative value: 


After clicking "Add", it will populate as a new line item with the correction under the "Type" field: 


If you need to print a receipt for the patient, or for record keeping purposes, we automatically include a note stating it is a correction: 


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