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How to adjust incorrect credit patient payment

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James Smith

Hi,

 

We have an invalid credit balance on one of our client, can you please assist how to adjust that credit amount? Thanks!!

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11 comments

Date Votes
  • Michelle Chaney

    Hello James, 

    There could be several reasons for this.  However, if I understand you correctly, there might be one way to resolve this.  You will need to research the insurance payments for this client and make the appropriate adjustments. Carefully check each date of service to make sure the client was charged correctly and/or the insurance payments were applied correctly. 

     

    Hope this helps!!

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  • Sara

    Hi James,

    I have created a Help Request on your behalf so that one of my colleagues on the Customer Success team can look further into the specific client you a referencing and provide steps to take to resolve the inaccurate credit balance.

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  • Kay A. Gottrich

    How do I correct a statement that I made an error on the payment recorded, and a payment was applied to the wrong date? Who do I talk to about this?

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  • Kay A. Gottrich

    Who do I reach out to when I have questions - I hate this that I have no one to ask a question

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  • Sara

    Hi Kay,

    I see that you were able to create a Help Request to have your question answered. One of my colleagues will be following up with you as soon as possible to offer you assistance.

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  • Kay A. Gottrich

    This is not good enough answers. I made a mistake and entered payments that were wrong. I wanted the Square payments to go on a different date and they posted on the wrong session. So I need better service than this for you to take a stab in the dark and not know what the problem is. It has nothing to do with insurance it is a private pay reduced payment client. So can you talk to me or not?

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  • Kay A. Gottrich

    What kind of program is this where there is no one to talk to one the phone?

     

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  • Sara

    Hi Kay,

    The best way to talk to someone would be to create a Help Request as you did for a question that you submitted earlier today. I see that that Help Request was for a different question than what was referenced here. I have gone ahead and created a new Help Request for your question about payment dates so that someone can follow up with you via email with answers where you can then have direct communication back and forth rather than writing into the community forum. Additionally, here are two Help Center guides with our other support options:

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  • Christine Norman
    • To delete an incorrect cash payment:
    • Go to client page--billing
    • Click on Edit for the date of transaction
    • Next to the calendar date at top (not date of service), click on dropdown to find Transactions
    • Click on Transactions and a Delete Payment will appear at the bottom of the page
    • Delete payment
    • You must delete any incorrect invoice before you will be able to create a new invoice and charge their credit card.
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  • Randi Corrigan

    Hi, my patient has $150 balance on her account that is unsubstantiated and needs to be set to ), however I cannot locate the date and service where this debit was accrued. Can someone assist me setting her balance back to 0 please 

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  • Sara

    Hi Randi,

    I have gone ahead and created a Help Request on your behalf so that someone from our Customer Success team can follow up with you to assist with resolving this.

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