This help document will walk you through the process of voiding a payment that has already been posted to a claim and how to write-off a patient balance.
Voiding a Payment
Note: When voiding a payment the amount will not be reported against monthly revenue.
Go to the list of applied or unapplied payments.
From Billing > Payments > View Insurance/Patient Payments
- Hover mouse over PMT ID
- Click “Void Payment”
Payment Details
- Enter Note
- Click “Yes, Void Payment”
Note: Voids will display in the Monthly Financial Summary, but will not count against revenue for the month.
How to write-off a patient balance?
A write-off is an act of reducing the Patient Responsibility on a particular DOS. This help section reviews the process of writing off a patient balance.
- In a patient’s chart in the PM System, click “Ledger.”
- Find the claim containing the balance you would like to write-off and click the corresponding “+” icon.
- The charge is expanded and displays all service lines and corresponding balances.
- Click on the blue dollar amount that you would like to write off.
- A separate box will pop up.
- Enter the dollar amount to be written-off.
- Select a reason for the write-off.
- Add notes when applicable (Optional).
- Click “Submit” to complete the write-off.
Note: In the case where there are multiple service lines, each balance must be written-off individually.