If you make a mistake when posting an insurance payment, you can correct the error by deleting the insurance payment.
Important: Once you post a payment, the claim is considered closed. When you close out the month, a claim is moved to history. You cannot change or delete insurance payments in history.
To delete a medical insurance payment
1. With a patient selected in the Ledger, in the Ledger transaction log, double-click the claim that you want to delete a payment for.
The Primary Medical Insurance Claim window appears.
2. In the Enter Payment menu, click Total Payment Only.
The Total Medical Insurance Payment dialog box appears.
3. To delete the payment from the Ledger, click Delete, and then click OK/Post.