We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Post a Returned Check

Version 14.19

Overview

In the event that a patient's check is returned for any reason, you will want to post the returned check in order to keep a record of that transaction. The instructions below will walk you through how to post a returned check.

To post a returned check:

  1. Click the Account button.
  2. Locate and select the patient.
  3. Click the Claims tab.
  4. Select the claim where the credit has been applied.
  5. Click the Edit button . The Edit Archived Claim Transactions window appears.
  6. Select the patient payment transaction line.

  1. Enter the check number of the check that was returned (if it is not already entered) in the Payment Details field group.

  1. Click the Save changes  to save.
  2. If you had to enter the check number, you will receive a popup asking if you would like to queue the corrected claim, click the No button.
  3. Click the Exit button and return to the patient's Account screen. 
  4. Click the Payments tab.
  5. Click + Payment button.
  6. Click the Patient tab.
  7. Select Returned Check for the Pay method dropdown.
  8. Enter the Returned check number in the Check/Ref # field.

  1. Press Enter on your keyboard. This will create a negative payment on the claim line.

  1. Click the Save + Close button.
  2. Return to the Claims tab to view the reversal of the patient payment indicated as RETURNED CHECK and the amount now listed as a patient balance.

Version 14.10

Overview

In the event that a patient's check is returned for any reason, you will want to post the returned check in order to keep a record of that transaction. The instructions below will walk you through how to post a returned check.

To post a returned check:

  1. Click the Account button.
  2. Locate and select the patient.
  3. Click the Claims tab.
  4. Select the claim where the credit has been applied.
  5. Click the Edit button . The Edit Archived Claim Transactions window appears.
  6. Select the patient payment transaction line.

  1. Enter the check number of the check that was returned (if it is not already entered) in the Payment Details field group.

  1. Click the Save changes  to save.
  2. If you had to enter the check number, you will receive a popup asking if you would like to queue the corrected claim, click the No button.
  3. Click the Exit button and return to the patient's Account screen. 
  4. Click the Payments tab.
  5. Click + Payment button.
  6. Click the Patient tab.
  7. Select Returned Check for the Pay method dropdown.
  8. Enter the Returned check number in the Check/Ref # field.

  1. Press Enter on your keyboard. This will create a negative payment on the claim line.

  1. Click the Save + Close button.
  2. Return to the Claims tab to view the reversal of the patient payment indicated as RETURNED CHECK and the amount now listed as a patient balance.