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. Correcting an error will allow the history to remain should there be a need to research the payment in the future.
Step 1: Navigate to Billing > Patient Payments (Beta). Once there, 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:
If you would like to delete the payment altogether, please follow the steps included in this guide (Deleting a payment).