Voiding a Claim Payment

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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 determines the outcome of the void(s). 

Overview

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

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

To void payments from Claims: 

1. Click the Patient Chart button.
2. Click Claims in the Account section of the Window Navigation Panel.
3. Click the Small plus sign to expand the claim where the payment should be voided. 

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 in the Claims header.
3. Click the OK button to delete the highlighted transaction.
   The payments are  deleted.  

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

To void payments from Charges:

1. Click Charges in the Account section of the Window Navigation Panel.
2. In the Current (Posted) Charges/Payments section of the window, select the Payment or Adjustment line that should be voided. If more than one payment or adjustment line should be voided, select them one at a time.
3. Click the red minus sign to void a single line or - All to void all lines in the Current (Posted) Charges/Payments section.

Voiding Archived Payments (Included on a Daysheet)

1. Navigate to the Patient Chart.
2. Click Claims in the Account section of the Window Navigation Panel.
3. Click the small plus sign to expand the Claim where the transaction will be voided. 

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 the OK button in the confirmation pop-up box that states: The highlighted transaction is archived. Would you like to VOID it?.

• Voiding payments (insurance or patient) automatically creates a corresponding credit for the payment only if the payment has been processed on a daysheet.

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 determines the outcome of the void(s). 

Overview

Warning: Before proceeding with the process for voiding Current Payments, understand that there is no audit trail or tracking of payments that have been voided. The payments will be gone from OP 14. If payments are voided in error, you 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 the Patient Account button .
2. Click the Claims tab.
3. Click the small plus sign to expand the claim where the payment was posted incorrectly. Notice that the transactions are displayed in blue text, indicating that they have not yet been included on a daysheet.  

Transactions that have not yet been included on a daysheet aerin 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 the OK button to delete the highlighted transaction.
   

The payments are deleted.  

Voiding 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. In Current (Posted) Charges/Payments section of the window, 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.
3. 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 are also displayed  in the Current (Posted) Charges/Payments section of this window. If Charges are displayed, and you select -All, the Charges that are listed are voided.

Voiding Archived Payments (Included on a Daysheet)

1. Click the Patient Account button.
2. Click 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 are displayed 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 the OK button in the confirmation pop-up box that states: The highlighted transaction is archived. Would you like to VOID it?.

• Voiding payments (insurance of patient) automatically creates 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.