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. Once you close out the month, claims are moved to history . You cannot change or delete insurance payments in history.
To delete an insurance payment
1. With a patient selected, double-click the incorrect payment in the Ledger transaction log.
The Primary (or Secondary) Dental Insurance Claim window appears.
2. In the Payment Information block, double-click the payment that you want to delete.
The Total Insurance Payment dialog box appears.
3. Click Delete.
A message appears asking you to verify that you want to delete the payment.
4. Click OK to continue with the deletion.
5. Do one of the following:
· Re-post the payment correctly.
· Exit the Claim window by clicking File and then Exit.