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].


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