Version 14.19
Path: Clinical, Billing, or Practice Management tab > Patient Chart button
Overview
Office Practicum allows you to delete a payment that has been posted to a Claim. Upon doing so, a patient or payer credit for the deleted/retracted amount will be created for the patient if that payment was an archived, or daysheeted transaction. Archived transactions are displayed in black text. Follow the steps below to void a daysheeted payment from a claim.
Un-applying an Insurance or Patient Payment
- Navigate to the Patient Chart.
- Search for and select the Patient whose payment should be removed.
- Click Claims.
- Select the particular Claim and click the plus sign to expand and view all transactions associated with that Claim.
- Select the Payment that should be removed.
- Click the Void button.
OP removes the applied payment from the Claim (so that the balance is now due) and create a patient or insurance credit for the voided amount.
Note: If all Insurance payments and adjustments need to be removed, highlight the Claim Line Date of Service and click the Recoup button to void all corresponding Insurance Payments and Adjustments. |
Version 14.10
Path: Smart Toolbar > Account button
Overview
This process requires using both the Review Patient's Claims form (Claims tab) and the Patient's Credit Account. Office Practicum allows you to delete a payment associated with a Claim and OP automatically creates a patient or payer credit for the deleted/retracted amount.
Un-applying an Insurance or Patient Payment
- Open the Patient's Account
button on the Smart Toolbar.
- Click the Claims
tab.
- Select the Claim and click the Plus
sign to view all transactions associated with that Claim.
- Click the Payment that needs to be removed from a Claim.
- Click the Void
button at the top of the window.
![]() | If all Insurance payments and adjustments need to be removed, highlight the Claim Line Date of Service and click the Recoup button to void all corresponding Insurance Payments and Adjustments. |
OP removes the applied payment from the Claim (so that the balance is now due) & simultaneously creates an insurance credit for the voided amount.