To edit or delete a payment
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, select a payment.
The Edit Payment dialogue box appears.
Do any of the following:
Change the payment details, such as the cheque number, amount, and applied amounts, as needed.
Set up the following options:
Date - The date of the payment. To change the date, click (or tap) in the box, and select the correct date. However, you cannot backdate a transaction to a date that would cause it to become locked based on your organisation's transaction lock setting.
Amount - The amount of the payment.
Cheque # - The cheque number. This option is available only if the payment method is a cheque.
Reference # - The reference number of the transaction or electronic funds transfer (EFT). This option is available only if the payment method is patient financing, an electronic transfer, or an electronic e-claim payment.
Bank/branch # - The bank account number on the cheque. This option is available only if the payment type is a cheque.
Eclaim manual (Third-party payments only) - If the payment method is an electronic e-claim payment, and you submitted the electronic claim manually, select this check box.
Apply to charges for (Patient payments only) - The payment goes towards charges for the current patient or another member of his or her household (including the guarantor). If you select [Guarantor], you can apply the payment to charges for any or all household members.
Paid at patient visit (Patient payments only) - The payment was made at the office when services were rendered.
Partial payment (Third-party payments only) - The cheque or electronic payment amount is less than the allowed amount or the amount billed to the third party.
Applied - For each procedure or adjustment listed, the portion of the payment that is being applied to that procedure or adjustment.
Tags - Add tags to the payment as needed.
Notes - Any notes regarding the payment.
To delete the payment, click (or tap) Delete and then OK on the confirmation message that appears. Ignore step 3.
If you have made any changes, click (or tap) Save.