Edit and Delete Client Payments
Whether you need to correct a mistake made entering a payment or a client requested a payment to go toward a different date of service, TherapyNotes makes editing or deleting payments simple.
Role Required: Practice Biller or Biller for Assigned Patients Only
To Edit a Client Payment:
- Click Patients > Patient name > patient Billing tab
- In the section labeled Search Billing Transactions, select All Items from the filter options. Payments appear in the transactions list with a light blue background.
Tip: To search for a specific payment, select
Custom from the filter options. Select your search criteria from the dropdowns, and select
Payments Only from the Items dropdown. Click the
Search Billing Transactions button.
- Click the date of service for the payment you want to edit.
- Click the Edit icon in the upper right corner of the Patient Payment box to edit.
- Edit the Payment Method, Payment Date, or Payment Amount, edit the values in the Payment Allocation column to reallocate the payment to the appropriate dates of service, or absolve the client of payment responsibility using the Write-Off checkboxes.
- Click the Save Payment button.
To Delete a Client Payment:
Note: Deleting a payment does not create a refund for the client. To enter a refund, click Patients > Patient name > patient Billing tab and click Enter Refund under Patient Accounting.
- Click Patients > Patient name > patient Billing tab
- In the section labeled Search Billing Transactions, select All Items from the filter options, or select Custom to select specific search criteria. Payments appear in the transactions list with a light blue background.
- Click the date of service for the payment you want to edit.
- Click anywhere on the Patient Payment box to edit.
- Click the Delete this Payment link in the lower right corner.
- A dialog titled Permanently Delete Payment Record will appear. Click the Delete Payment button.
