Releasing October 26th
New edit icon
Begin navigating to an insurance payment. A new "Edit" button will now be available for all posted insurance payments.
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.
A few important things to keep in mind a user may see such 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 can be greater or equal to the payment date but lesser than and equal to 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.