How do I reverse Transactions that have been posted

Charge Reversals

Go to Posting
Open a Control
Go to Visit/ Transactions
Enter Account Number
Highlight Visit that needs charged reversed.
Right Click on charge
Select Pay/Adj Mode A new transaction line will open.
Enter CC for type and then tab or enter and the code and charge amount will fill into the transaction line.
Click Apply

Insurance Payment, Personal Payment and Adjustment Reversals For refunds to patient or insurance company or NSF checks Go to Posting

Open a Control
Go to Visit/ Transactions
Enter Account Number
Highlight Visit that needs payment reversed.
Right Click on charge that has the pymt/ adj attached to it.
Select Pay/Adj Mode A new transaction line will open.
Enter PP for patient payment reversal, II for Insurance Payment or AA for Insurance Adjustment reversal for the type and then tab or enter.
Enter Code and then Amount. (Code will be the pay code for the insurance plan code)
Click Apply
To see the rest of the charges that are related to the visit- Right click and select Pay/Adj mode again or F8 and all the charges will appear. Payment reversals can also be posted in Line Posting.

Charge Reversals, Insurance Payment, Patient Payment, and Adjustments Reversals