Delete a Personal Payment

Q: How do I delete a personal payment?

1. Open the Patient's Account

1. Open the Patient's Account

Click on the Billing menu, then select Patient Account.  Search for the account using the patient's last name, then click Select to open the account.

2. Open the Patient's Ledger

2. Open the Patient's Ledger

Click on the Ledger tab.

3. Delete Payment

  1. Highlight the payment line item that you wish to delete.
  2. Click the X button at the far left of the payment line item.  

4. Confirm Delete Payment

4. Confirm Delete Payment

Click the Yes button to confirm that the payment should be deleted.  This will delete the payment and remove it from the ledger.

Click the No button to undo this action.