Example: Date of service 2/1/2018. ($10.00)
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. This 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 you can delete the payment itself. When deleting service items off of a payment the remaining amount becomes patient Acct. Credit.
Step 2:
Reapply the correct amount of money back to the CPT code Date of Service.
The Easiest way to apply payment to items marked as patient repsponsibilty is to use the Accept Payment Tool.
If applying money back to a CPT code or Date of Service that is NOT marked as patient responsibility use the APT Payments tab to apply payments. For More information on how to use the APT payments tab click here: http://manual.mycharttalk.com/how-to/use-apt-payment-tab/