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.

Void a Claim Payment

Version 14.19

Claim payments can only be voided from the Patient Chart. Whether or not the payment(s) have been included on a daysheet will determine the outcome of the void(s). 

Overview

Warning: Before proceeding with the process for voiding non-daysheeted Payments, be aware that there is no audit trail or tracking of payments that have been voided until they have been included on a daysheet. The payments simply disappear from OP 14. If payments are voided in error, you would have to manually add them back in. 

Payments can be voided from the Claims or Charges in the Patient Chart. 

Void Current Payments (Not Included on a Daysheet) from Claims

To void payments from Claims

  1. Click on the Patient Chart button.
  2. Click Claims.
  3. Click the small plus sign to expand the claim where the payment should be voided. 

Transactions that have not yet been included on a daysheet will appear in blue text.
  1. Select the Payment or Adjustment to void. Insurance payments have a green background. Patient payments have a pink background.
  2. Click the Void button.
  3. Click OK to delete the highlighted transaction.
  4. The payments will be deleted.  

Void Current Payments (Not Included on a Daysheet) from Charges 

To void payments from Charges:

  1. Navigate to the Charges in the patient's chart.
  2. Locate the Current (Posted) Charges/Payments section of the window. 
  3. Select the Payment or Adjustment line that should be voided. If more than one payment or adjustment line should be voided, you will need to select them one at a time.
  4. Click the red minus sign to void a single line or - All to void all lines in the Current (Posted) Charges/Payments section.
Warning: Current Charges will also appear in the Current (Posted) Charges/Payments section of this window. If Charges are shown, and you select -All, the Charges that are listed will also be voided.

Void Archived Payments (Included on a Daysheet)

  1. Navigate to the Patient Chart.
  2. Click Claims.
  3. Click the small plus sign to expand the claim where the transaction will be voided. 
Transactions that have been included on a daysheet will appear in black text.
  1.  Select the Payment or Adjustment to delete. Insurance payments have a green background. Patient payments have a pink background.
  2.  Click the Void button.
  3. Click OK in the confirm box stating 'The highlighted transaction is archived. Would you like to VOID it?'.
  • Voiding payments (insurance or patient) will automatically create a corresponding credit for the payment only if the payment has been processed on a daysheet.
To view voided archived payments, click the Include Voids button located at the top of the Claims in the Patient Chart.
Version 14.10

Claim payments can only be voided from the Patient Account. Whether or not the payment(s) have been included on a daysheet will determine the outcome of the void(s). 

Overview

Warning: Before proceeding with the process for voiding Current Payments, be aware that there is no audit trail or tracking of payments that have been voided. The payments simply disappear from OP 14. If payments are voided in error, you would have to manually add them back in. 

Payments can be voided from the Claims tab or the Charges tab of the Patient Account. 

Void Current Payments (Not Included on a Daysheet) from the Claims Tab

To void payments from the Claims tab: 

  1. Click on the Patient Account button .
  2. Click on the Claims tab.
  3. Click the small plus sign to expand the claim where the payment was posted incorrectly. Notice that the transactions appear in blue text, indicating that they have not yet been included on a daysheet.  

 

Transactions that have not yet been included on a daysheet will appear in blue text.
  1. Select the Payment or Adjustment to void. Insurance payments have a green background. Patient payments have a pink background.
  2. Click the Void button.
  3. Click OK to delete the highlighted transaction.
  4. The payments will be deleted.  

Void Current Payments (Not Included on a Daysheet) from the Charges Tab

To void payments from the Charges tab:

  1. Navigate to the Charges tab of the patient's account.
  2. Locate the Current (Posted) Charges/Payments section of the window. 
  3. Select the Payment or Adjustment line that should be voided. If more than one Payment or Adjustment line should be voided, you will need to select them one at a time.
  4. Click the red minus sign to void a single line or - All to void all lines in the Current (Posted) Charges/Payments section.
Warning: Current Charges will also appear in the Current (Posted) Charges/Payments section of this window. If Charges are shown, and you select -All, the Charges that are listed will also be voided.

Void Archived Payments (Included on a Daysheet)

  1. Click on the Patient Account button.
  2. Click on the Claims tab.
  3. Click the small plus sign to expand the claim where the payment was posted incorrectly. 
Transactions that have been included on a daysheet will appear in black text.
  1.  Select the Payment or Adjustment to delete. Insurance payments have a green background. Patient payments have a pink background.
  2.  Click the Void button.
  3. Click OK in the confirm box stating 'The highlighted transaction is archived. Would you like to VOID it?'.
  • Voiding payments (insurance of patient) will automatically create a corresponding credit for the payment only if the payment has been processed on a daysheet.
To view voided archived payments, click the Include Voids button located at the top of the Claim tab in the Patient Account.