Delete an Insurance Payment from a Visit

Q: How do I delete an insurance payment from a visit?

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. Locate the Insurance Payment to Delete

  1. Highlight the payment line item for the insurance payment that you wish to delete.
  2. Click the X button to the left of the insurance payment line item, to delete it.

4. Confirm Remove Insurance Payment

4. Confirm Remove Insurance Payment

Read the warning, then click Yes if you wish to continue deleting the insurance payment.  Click the No button to undo this action.

The insurance payment will be added back to the Post Insurance Payments screen.

5. Insurance Payment: Select Insurance Payment

5. Insurance Payment: Select Insurance Payment

Close the patient account, then click on the Billing menu and select Post Insurance Payments.

Click the Create/Load Payment button, then select the existing insurance payment to edit.  Click the Select button.

6. Select Patient/Claim

Click the Select Patient button, then enter the Claim Number (or select the patient from the Chart Rack).  Click the Select button to continue.

7. Delete Payment from Claim Details

  1. Highlight the Payment Amount, then hit the delete key on your keyboard to remove it.
  2. Highlight the Provider Paid amount, then hit the delete key on your keyboard to remove it.
  3. Select the Next Action for the Claim.  *Note: If the claim was set to patient responsibility from previous posting, the claim status will remain as Processed, and patient will receive a statement on this charge, if there is a balance due. To prevent a statement from generating, you will need to select Refile, Wait for Additional Payment, File Secondary-Paper or Crossover-Pending Secondary. This will change the claim status to Submitted, Pending Scrub or On Hold.
  4. Click the Save Claim button.

8. Reapply Payment to Correct Patient/Claim

Reapply the payment to the correct patient/claims until the remaining balance is equal to $0.00.  Select the next patient or claim number.

  1. Enter the Payment Amount.
  2. Enter the Provider Paid amount and other other charge details as needed.
  3. Select the Next action for the claim.
  4. Click the Save Claim button.

Post Remit

Post Remit
  1. To print the payment report, click the Print Payment button.
  2. Click the Post Payment button to re-post the claim.