Editing payments

You can edit a patient payment or insurance payment that has been posted to a patient's ledger.

To edit a payment

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

   

   The Edit Payment window displays.

   

2. Modify the fields as necessary.

   • Cashbox - Select the cash register you are using.

   • Date - The date of the payment. To change the date, clicktap the field, and select the correct date.

   • Amount - The amount of the payment.

   • Check # - The check number. This option is available only if the payment type is a check payment.

   • Bank/branch # - The bank account number on the check. This option is available only if the payment type is a check payment.

   • Reference # (Insurance payments only) - The reference number of the electronic funds transfer (EFT). This option is available only if the payment type is an electronic insurance payment.

   • Apply to charges for (Patient payments only) - The payment goes towards charges for the current patient or another member of their household (including the guarantor). If you select [Guarantor], you can apply the payment to charges for any or all household members.

   • Paid at patient visit (Patient payments only) - The payment was made at the office when services were rendered.

   • Partial payment (Insurance payments only) - The check or electronic payment amount is less than the allowed amount or the amount billed to the insurance carrier.

   • Applied - For each procedure or adjustment listed, the portion of the payment that is being applied to that procedure or adjustment.

     Important: If you attempt to apply a payment to a procedure that was performed in a different location from your current location, an icon and warning display next to the entry in the Applied column.

     

   • Notes - Any notes regarding the payment.

3. If a Reason for Revision tab displays, clicktap the tab and enter the reason for the change.

   

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

4. If you changed the payment Amount or any of the Applied amounts, add reasons for the transfer of responsibility as needed.

   1. ClickTap the Xfer Reason(s) tab.

      

   2. In the Add a tag search box, enter the name of a reason to narrow the results list.

   3. Complete one of the following:

      • If the correct reason is listed, clicktap the reason to attach to the payment.

        

      • If the correct reason does not exist, finish entering the name of the reason, capitalized as necessary (spaces are allowed), and clicktap + Create [reason name] to create the reason and attach to the payment.

        

        Note: The reason that you have created is now available to all Ascend Academic users in your organization.

5. When ready, clicktap Save.

   Note: To save the payment after you add reasons for a transfer of responsibility, you must have the Edit responsibility transfer reason security right enabled.