Edit Posted Insurance Payment 

Begin navigating to a posted insurance payment. A new "Edit" button will now be available for all posted insurance payments. 

Insurance_Payment_Header.png

When selecting the Edit button, the system will navigate you to the Insurance Payment Correction screen. 

Edit payment screen

Important to note: The payer and the payment method are disabled, but you can edit the Check number, Payment amount, Payment date, and Posted date and click Save. 

Insurance_Payment_Corrections.png

Important Note - You may see the following validations: 

    • The Payment amount cannot be lesser than the payment amount previously applied." if the amount entered is lesser than the amount applied to each line item.
    • The Posted Date cannot be after the current date. "if the posted date is greater than the current date. 
    • The Posted Date cannot be before the Payment Date. "if the posted date is before the payment date.

Insurance payment screen

Once you select save, you are navigated back to the insurance screen with the updated information. Edit_button___Insurance_Payment.png

 

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