Edit Payment from CTD screen

Edit Payment from CTD screen

Here are the steps to edit a Payment Transaction Type from the Claim transaction detail screen.

1. Launch Billing Manager
2. Go to Claim- General Tab
3. Search and find your patient
4. Click on the Patient transaction history button
5. Double-click on the Date of Service / Claim ID that needs editing
6. Find the Patient payment transaction and single click with your mouse
7. Change the transaction in the box at the bottom of the screen to: ____
8. Click Add to Preview, the balance should not change. You will see a debit and then a credit.
9. If you agree click the Commit to Preview button to finalize the update.

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