Deleting insurance payments

If you make a mistake when posting an insurance payment, you can correct the error by deleting the insurance payment.

Note: Once a payment has been posted, the claim is considered closed. A claim is moved to history once the month has been closed out. Insurance payments in history cannot be changed or deleted.

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 line.

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.   To continue with the deletion, click OK.

5.   At this point, you can re-post the payment correctly, or you can exit the Claim window by clicking File and then Exit.