All money applied to a patients account will be in 1 of 2 places. Either ‘APT Payments Tab’ or ‘Payment History Tab’ in the patients Manage Payments Screen.
Step 1:
How was the patient money taken in?
All money taken in with the Co-payment tool, More info, or check input tool will be the Payment History Tab
NOTE: Any patient payments in the Payment History tab, once clicking the trash can to delete payment goes into the APT Tab. The action does not delete the payment just detached the payment from the CPT/Service Item. Once deleting off a service will add the amount to the patient’s Acct Credit Balance.
All money taken in with the Accept Payment tool will be in the APT Payments Tab. Or, payments deleted from the Payment History Tab will be displayed here after deletion off a service line.
NOTE: You need to delete each cpt code off the payment before deleting the payment itself. When deleting service items off of a payment the remaining amount becomes patient Acct. Credit.
Step 2:
Once all money is detached from the CPT codes/Service you can reset charges and claims.
- Deleting Charge in the Manage Charges Screen- Click The Trash Can under the Action column. This will reset the visit for edits.
- Reset Claim in the Billing Screen- Click the Red circle with an arrow. This will reset the visit back for edits. Note: the claim must be in ‘NEW’ status for the clinic to have the ability to reset claims. If in ‘printed’ Status click the status and change back to ‘NEW’
For more information on deleting visits from the charges screen see this How To: http://manual.mycharttalk.com/how-to/edit-change-charges-while-in-charges-screen/
For more information on resetting visits from the billing screen see this How To:http://manual.mycharttalk.com/how-to/charges-post-processing/