Delete or Modify a Receipt

Delete or Modify a Receipt

Delete a Receipt Entered in Error

  1. Select the Receipt to be deleted.
  2. From the Receipt Dashboard, select the Delete button.
  3. Enter a Reason for deleting.
  4. Select the checkbox to confirm that this action cannot be undone.
  5. Select Submit.


The Delete Button is Grayed-Out

If the Delete button is grayed-out, you can hover over the Question Mark on the Delete button to see the reason why it cannot be deleted.

  • Reasons it may be grayed-out:
  • Redo has to be done before the Receipt can be deleted.


Modify a Receipt

Receipts Fields that can be Modified

Payment Information Panel for Insurance Payments

  • Received Date
  • Check Date
  • The Insurance can be changed for manually posted Payments if Payments have not been posted on the Receipt.
  • Amount
  • Method

Payment Information Panel for Patient Payments

  • Received Date
  • Check Date
  • The Patient and Guarantor can be changed if:
  • The Receipt is not in a closed period.
  • There are no transactions, or all transactions have been undone.
  • The Receipt is not reversed.
  • Check, Card, and Copay Amounts
  • The Total will update automatically based on the total amount entered in the other fields.

Receipt Fields that cannot be Modified

  • If even one Payment has been posted to the Receipt, the Insurance field will be grayed out and you will be unable to modify it.
  • You can delete the Receipt and start over, but keep in mind that for a manually posted Receipt, all Payments entered on that Receipt will be deleted and will need to be re-entered.



Modify a Receipt after it is Saved

  • Find the Receipt and select the Receipt Number.
  • It can be found in the Reference Batch, on the Patient/Encounter Dashboard, or in Payments Dashboard.

  • Select the Modify link on the Receipt Dashboard.

  • Make the change.
  • You must have permission in User Maintenance to perform this action.
  • Select Save [F2].


Learn More


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