How to Adjust or Remove Payments on the Patient Ledger

Related Training
Posting Charges, Payments, and Adjustments Recorded Class

You can correct the details of an existing Ledger entry, or you can remove an entry that was posted in error. When you choose to adjust an entry, you are prompted to either correct or remove the entry. 

• You can correct an entry to adjust the amount, location, payment type, reference entry, or transaction comments.
• You can remove an entry with other types of errors. 
• The lock icon next to a transaction indicates it has already been processed, but you can still adjust or remove it.
  

For more information, see How to Adjust or Remove Charges on the Patient Ledger.

Note: Removed entries are still retained with the record, and can be viewed by selecting the Show Audit View filter. 

Adjusting a Payment

IMPORTANT:  You cannot adjust the amount of an ePayment (credit card), as it has already been processed through the bank. You can remove the payment and initiate a new one. 

To correct the amount, location, or payment type for a payment entry:

1. From the Patient tab, select Financials > Ledger.
2. Select the payment and click Adjust this Payment. The Adjust this Payment window is displayed.
3. Click Correct Information. The window is expanded.
   
4. Use these fields to adjust the amount, location, payment type, reference entry, or transaction comments.
5. Enter a comment to explain this action.
6. Click Adjust Payment. 
   Note: Depending on the payment type, you are prompted to confirm the action with a message that explains what will happen (or what is necessary) if you continue.

Removing a Payment

To remove a payment from the Ledger:

1. From the Patient tab, select Financials > Ledger.
2. Select the entry you want to remove and click Adjust this Payment. The Adjust this Payment window is displayed.
3. Select Remove Entry, and enter a reason in the Adjustment Comments field.
4. Select Adjust Payment.

Displaying Adjusted/Removed Entries

All adjusted, corrected, and removed entries are retained with their original details, as well as details of the changes. To display these entries on the Patient Ledger, select Show Audit View. Line items are displayed with the descriptor: ADJUSTED, CORRECTED, or REMOVED.