How To: Edit and Delete Client Payments

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Whether there was a mistake entering a payment or a client requested a payment to go towards 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

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  • In the section labeled Search Billing Transactions, select All Items from the filter options
Quick 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.
  • Payments appear in the transactions list with a light blue background. Click the date of service for the payment you want 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.

deletepayment.png

  • Click the Delete this Payment link in the upper right corner
  • A dialog titled Permanently Delete Payment Record will appear. Click the Delete Payment button
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    Kari Amador
    Edited by Kari Amador