Description
This article will guide you through reversing part or all of a bulk insurance cheque.
Step-by-Step
- Open patient in Transactions.
- Click on Bulk Ins tab. This area will usually show the last bulk insurance that you were working on.
- If the payment is from a past cheque, use the Find button and enter the Pmt # to find that transaction.
- Right click the payment row you wish to reverse then select the Reverse Payment from the menu that appears.
- Click Yes on Reverse Payment popup.
- Under Code drop down box select PR. When reversing a payment that was entered on same day, you will need to Affect Daily Deposit Report. Please ensure the Affect Daily Deposit Report is ticked on.
- Click the OK button.
Additional Resources
