Once a payment is entered, the transaction’s payment type cannot be altered.
Correction of wrongly posted payments is the same for patient-received payments, and for insurance-received payments.
To correct:
- Access the patient’s “Transaction Entry” screen
- Click the blue hyperlink transaction date
- Click the Delete button
- Enter the payment for the correct payment type
- Patient-received payments are recorded within the “Transaction Entry” screen
- Insurance-received payments are recorded with the “Transactions / Insurance Payment” and/or “Transactions / Batch Insurance Payment”
NOTE: If the office uses TSYS / TransFirst for credit card processing and the deleted transaction is a credit card payment, the credit card transaction is considered a “void” when deleted.