Delete an Insurance Payment from a Visit
Q: How do I delete an insurance payment from a visit?
1. Open the Patient's Account
3. Locate the Insurance Payment to Delete
- Highlight the payment line item for the insurance payment that you wish to delete.
- Click the X button to the left of the insurance payment line item, to delete it.
4. Confirm Remove Insurance Payment
5. Insurance Payment: Select Insurance Payment
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
- Highlight the Payment Amount, then hit the delete key on your keyboard to remove it.
- Highlight the Provider Paid amount, then hit the delete key on your keyboard to remove it.
- 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.
- 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.
- Enter the Payment Amount.
- Enter the Provider Paid amount and other other charge details as needed.
- Select the Next action for the claim.
- Click the Save Claim button.