Summary
A Reversal is a type of correction used to undo or reverse a charge or payment. If a charge was posted in error, you can use a reversal to undo that amount applied to the balance. If a payment was posted to the wrong patient, you can reverse the payment on the ledger and then repost the payment to the correct patient, rather than having to run the patient's card twice.
Note, a reversal only affects the internal ledger in Cloud 9, not any banking - if a patient needs to have a payment voided and money returned to them, you would instead use a Void/Return correction, or contact your payment processor to have the money refunded.
How to Post a Reversal
To post a reversal on a ledger, you can look in two places. The first is on the left side of the charge or payment you wish to reverse on the ledger. The second option is to select the Correction Options icon in the top right of the ledger. From either choice you will choose the Reverse option.
A new window will pop up, asking you to confirm the information. You can only do a reversal for the full amount of the transaction. You will want to ensure that the Posting Location for your reversal matches the posting location for the original transaction - this will ensure that your records and reports display correctly.
Unlike an Adjustment, you do not have to type a comment into the Comment section to save a reversal, but it can help to have notes that your office will see later to understand why you needed the correction.
Once you hit the 'Reverse' button, you're done and your Reversal will be posted to the ledger.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.
Reversals and How to Use Them
