Correction (Posting a Correction on a Patient Account)

You can make corrections to the amount or journal code of a transaction posted to the Patient Ledger using the Correction Sheet Bar option under the Special heading in the Financial Management module.

There are slightly different instructions for correcting a Payment or Charge vs. correcting an Unassigned Payment. (Click links below for instructions.)

Note: You cannot correct an Unassigned Payment if the amount Due is 0.

Correcting a transaction posted to the Patient Ledger

To correct a Payment or Charge transactionTo correct a Payment or Charge transaction
1. 1. Open the Financial Management module.
  2. From the Sheet Bar, click Patient Ledger. The Patient Ledger screenPatient Ledger screen appears.
  3. To select the patient record, click the patient information shown highlighted in blue in the upper left of the Patient Ledger Screen. The MPI launches. Click here to learn how to search for and select a patient record in the MPI.
  4. The current batch being used for posting transactions is displayed in blue text just below the patient name. All transactions you complete on the patient ledger will be posted to this batch. You can select a different batch or create a new one. Click here to learn how.
  5. Select the transaction you wish to correct from the list of transactions in the middle of the Patient Ledger. On the Sheet Bar, the Special headingSpecial heading activates, offering options for managing transactions. The specific options vary based on the type of transaction you selected.
  6. Select Correction from the Sheet Bar. The Corrections of Associated Transactions dialogCorrections of Associated Transactions dialog appears.
  7. The transaction you selected from the Patient Ledger is listed in the Charges Eligible for Correction section of this dialog. Do one of the following:
  1. - Click the transaction.
    - To see a list of all transactions posted to the selected patient's account that are eligible for correction, click Show All. Select one of these to correct.
  1. The Batch Info and Case Info sections at the top of the dialog populate with details of the selected transaction. These fields are not editable here.
  2. In the Associated Transactions for Selected Charge section, any child transactions belonging to your selected parent transaction are listed separately.
  1. - All child transactions are shown in this section by default.
    - If you wish to limit the child transactions shown here, select limiting criteria from one or both of the drop-down lists to the right of Show All:
      
      Select All to show all types of transactions, or select a specific transaction type to limit the list to show only transactions of that type. The options available depend on the types of transactions posted to the charge.
      
      In the second drop-down list, select All to show transactions assigned to any payors, or select one of the other payors listed to show only transactions assigned to that specific payor.
    - Select a transaction to correct from this list.
  1. The Transaction Date (TR Date), Transaction Type (TR), From, and Trx Bal fields are not editable.
  2. You can make corrections in the following fields:
  1. - Correcting Journal Code: Select the correct journal code from the drop-down list or click Alt +D or Alt + E to jump to the dictionary.
    - Corr Amt: Enter the amount of the correction in this field. You can correct out up to the full amount of the transaction. For example: if you are correcting a payment, and the payment amount was $1000.00, the correction amount can be for any value up to $1000.00.
  1. Click Save.
To correct an Unassigned Payment transactionTo correct an Unassigned Payment transaction
1. 1. Open the Financial Management module.
  2. From the Sheet Bar, click Patient Ledger. The Patient Ledger screenPatient Ledger screen appears.
  3. To select the patient record, click the patient information shown highlighted in blue in the upper left of the Patient Ledger Screen. The MPI launches. Click here to learn how to search for and select a patient record in the MPI.
  4. The current batch being used for posting transactions is displayed in blue text just below the patient name. All transactions you complete on the patient ledger will be posted to this batch. You can select a different batch or create a new one. Click here to learn how.
  5. Select the transaction you wish to correct from the list of transactions in the middle of the Patient Ledger. On the Sheet Bar, the Special headingSpecial heading activates, offering options for managing transactions. The specific options vary based on the type of transaction you selected.
  6. Select Correction from the Sheet Bar. The Unassigned Payment correction dialogUnassigned Payment correction dialog appears.
  7. The General Information, Case Information and Transaction to be Corrected sections populate with details of the selected transaction. These fields are not editable here.
  8. In the Correction Information section, you can edit the following fields to correct the transaction:
  1. - Transaction Date: Click in the field to select the correct date.
    - Amount: Type the correct amount in this free text field.
    - Journal Code: Select the correct journal code from the drop-down list or click Alt +D or Alt + E to jump to the dictionary.
    - Active check box: This field is used to deactivate an unassigned payment that was already applied. Deselect the check box to inactivate the transaction.
    - Note: You can type a note in this free-text field. The note is viewable only when you open the item.
    - Print on Statement check box: Select to print the note you associated to the Unassigned Payment on the Statement.
  1. Click Save.