Correct a Patient Payment Receipt

Correct a Patient Payment Receipt

Correct a Patient Payment Receipt that was entered incorrectly

  1. Locate the Receipt and select the Receipt number.

  1. Open/Attach to the Reference Batch listed on the Receipt Dashboard.
  • Make sure this receipt is not yet posted. Undo Post if any portion of the receipt is posted.
  1. On the Receipt Dashboard, select Modify.

Note: The Balance on a saved Patient Receipt is the real-time balance, not necessarily the Balance when the Receipt was created.

  • Example: The Patient Balance when the Receipt was created was $300. Since the Receipt was created, a $36 Patient Payment was posted. When the Receipt is opened again, the Balance will be $264.

  1. Make the corrections.
  2. Add a note.
  3. Select Save [F2].


    • Related Articles

    • Create a Patient Receipt/Post Payment Manually

      Patient Receipt Creation If the Copay was not entered during the Check-in/Check-out workflow or if your Practice does not use the Calendar: Enter NR in the Navigation box (Go-Cuts) shortcut; Use the Post Payment link on the Patient Dashboard; Use the ...

    • Print a Patient Receipt

      Receipt Address The Address that is printed on the Receipt is captured in this order: Facility selected on the Reference Batch. Pay To/Billing Location if it has been marked as the Default Receipt Address, and there is not a Facility chosen on the ...

    • Payment/Receipt FAQs

      Payment/Receipt FAQs Adjustments/CARC Codes How can I post additional Adjustments? Post an Adjustment from: Payment Dashboard Patient Dashboard Encounter Dashboard Learn More Multiple Adjustment Lines Rebill the Claim from the Adjustment screen ...

    • Delete or Modify a Receipt

      Delete a Receipt Entered in Error Select the Receipt to be deleted. From the Receipt Dashboard, select the Delete button. Enter a Reason for deleting. Select the checkbox to confirm that this action cannot be undone. Select Submit. The Delete Button ...

    • Patient Copay/Account Payment from Appointment

      The payment could be a Copay only or a combination of a Copay and Payment on Account. Patient Copay entered on the Appointment Screen Select the Appointment from the Calendar. On the Appointment screen, select the Copay link. If a Copay amount is ...