Deleting insurance payments

You can delete an insurance payment that has been posted to a patient's ledger. The insurance payment and any associated adjustments will be deleted from the patient's ledger.

Notes:

• You can delete insurance payments according to your security rights for the Ledger.

• The deletion of an insurance payment appears in the audit log.

To delete an insurance payment

1. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. Do one of the following:

      • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

        

      • On the Patient menu, under Financial, click (or tap) Ledger.

      The patient's Ledger page opens.

   On a patient's Ledger page, select a payment.

   

   The Edit Payment dialog box appears.

   

2. Click (or tap) Delete.

   The Delete Payment dialog box appears.

   

3. In the box provided, enter the reason why you are deleting the insurance payment.

   Note: A reason is required only if a certain ledger option is enabled.

4. Click (or tap) Delete.