Deleting patient payments

You can delete a patient payment that has been posted to a patient's ledger.

To delete a patient payment

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

   

2. Do one of the following:

   • If the patient's Overview page is not already open, on the Patient menu, under General, select Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

     

   • On the Patient menu, under Financial, select Ledger.

   The patient's Ledger page opens.

3. Click (or tap) a payment.

   

   The Edit Payment dialog box appears.

   

4. Click (or tap) Delete.

   The Delete Payment dialog box appears.

   

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

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

6. Click (or tap) Delete.