Once a patient payment is applied to their account, you do have the ability to delete/revert any payment or adjustment made in error on a DOS/Encounter, or Extra Charge.
Deleting/Reverting can only be executed on Patient Payments & Patient Balance Adjustments. To delete/revert Insurance Payments (EOB's) or Adjustments, this must be managed under 'Payments' & this is demonstrated in Section 6.
BILLING > PATIENT ACCOUNTING
To Delete/Revert A Patient Payment:
- Under 'Enc. Date' click on the DOS/Encounter MM/DD/YYYY or Extra Charge where the patient payment will be deleted/reverted from & the Encounter Details window will pop-up.
- Patient Payments will appear with a 'P'
- Adjustments will appear with an 'A'
- Click the check box(s) (on left) for the patient payment/adjustment that is to be deleted/reverted & click Save (bottom right) when done.
- A pop-up message will ask you to confirm, click 'OK'.
The selected items will turn Red indicating that they were reverted.
| Tip |
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| Once you close out of the Encounter Details window, you may need to click on the Patient Accounting tab on the left side bar to update & refresh your screen. |
If the Patient Payment that has been deleted/reverted was originally collected & applied from a UAC, the UAC will be restored back onto the patients account.