Posted insurance payments can be easily modified to correct or update key payment details. Users have the ability to update specific fields, including: Payment Method, Payment Amount, Payment Date, Posted Date, and Check Number. These edits ensure that your financial records remain accurate and reflect the most up-to-date information. It’s important to review changes carefully, as they may affect claim balances, reports, and reconciliation processes.

Edit payment

Begin by navigating to the Insurance Payment tab, then click on the Posted tab.  

Click the payment icon located in the Payment/ERA column for the payment you want to edit.

Click the three-dot menu icon, then select Edit from the dropdown options.

When you select the Edit option, a popup will appear notifying you that only the following fields can be modified: Payment Method, Payment Amount, Payment Date, Posted Date, and Check Number (if applicable).

Make the necessary changes, then click Save to apply your updates. Once the edits have been successfully saved, click the X to close the popup window.

Additional information

• • The Payment Amount cannot be less than the total amount already applied to line items. If you enter a payment amount that is less than the total already applied to line items, a warning message will appear indicating that the payment amount is over-applied.

• • The Posted Date cannot be set to a future date. If a date beyond the current date is entered, an error will be displayed.

• • The Posted Date must not be earlier than the Payment Date. If the posted date is before the payment date, the system will prompt you to correct it.