Dealing with Wrong Payment Entries

Day-to-Day Users
#1

Using 5.0.2(1), how do we deal with clerical errors pertaining to wrong payment entries? for example, a wrong payment method was selected, or wrong amount entered?

#2

hi @Benzo, can you void the checkout and redo?

#3

hi @stephenwaite, how do I void it?

#4

@Benzo,

For a wrong payments made there is a revert option available in OpenEMR.

Please follow the below steps to revert the wrong payments,

  • Go to fees->posting.
  • Enter any criteria such as check number or payment date to search for the payment made.It will show the payment details.
  • Click on the invoice number that will redirect to a screen named “EOB invoice”.
  • There, you can notice a checkbox for delete option.Select the box to delete the payment made.

Thanks
ViSolve-121

#5

Thanks @visolveemr

Exactly what I was looking for.