A patient payment receipt can be deleted in multiple ways. Let's explore how to do it.
Method 1: From Payment Slide-out
- Search for the desired patient using the Global Search Bar.
- Select the Payment quick link.
- Select the All Payments tab.
- Select the required payment.
- Click Delete Receipt(s) or Reverse Receipt(s) as required.
Note: If the payment has already been applied towards a balance, you may have to select the Show Receipts without Available Credits option since applied payments are automatically hidden. |
If you choose to delete a payment receipt, the Delete Receipt(s) warning pop-up will appear.
- Enter the Reason for Deleting Receipt.
- Click Delete Receipt.
A toast notification will appear stating, 'Receipt(s) deleted successfully'.
If you choose to reverse a payment, the Reverse Receipt(s) warning pop-up will appear.
Click Reverse Receipts.
A toast notification will appear stating, 'Transaction(s) reversed successfully'.
Method 2: From Patient Payments
Navigate to the System Menu > select Patient Payments.
- Select the required code(s).
- Select Reverse or Delete as required.
If you choose to delete a payment receipt, the Delete Receipt(s) warning pop-up will appear.
- Enter the Reason for Deleting Receipt.
- Click Delete Receipt.
If you choose to reverse a payment, the Reverse Receipt(s) warning pop-up will appear.
Click Proceed.
Method 3: From Ledger
From the ledger, a patient payment can only be reversed, not deleted.
- Search for the desired patient using the Global Search Bar.
- Select the Ledger quick link.
- Select All Transactions.
- Click View Details adjacent to the intended Code or Category Description.
- Select Transactions.
- Select the Code and click Reverse.
Click Proceed on the confirmation modal.
- A toast notification will appear stating, 'Transaction(s) reversed successfully'.
Practices can use this simple guide to delete or reverse the patient payment from multiple touchpoints in the system.