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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