Correction of Associated (Child) Transactions

You can make corrections to transactions posted to the Patient Ledger using the Correction Sheet Bar option under the Special heading in the Financial Management module.

If there are "child" transactions (AKA "Associated Transactions") posted for the charge (i.e. payments), you will need to first correct those before you can correct the (parent) charge. After correcting all child transactions, proceed to the instructions for correcting the "parent" charge, see Correction of Charges.

Correcting Associated Transactions ("child" transactions) posted to the Patient Ledger

Open the Financial Management module.
From the Sheet Bar, click Patient Ledger. The Patient Ledger screenPatient Ledger screen appears.
To select the patient record you need to make corrections to, 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.
The current batch being used for posting transactions is displayed in blue text just below the patient name. You can select a different batch or create a new one. Click here to learn how.
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.
Select Correction from the Sheet Bar. Or right-click the charge and select Correction. The Corrections of Associated Transactions dialogCorrections of Associated Transactions dialog appears.
The charge 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 charge.
2. 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.
3. The Batch Info and Case Info sections at the top of the dialog will populate with details of the selected transaction. These fields are not editable here.
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.
  1. 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:
    1. 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.
    2. 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 the list in the Associated Transactions for Selected Charge section.
1. The Transaction Date (TR Date), Transaction Type (TR), From, and Trx Bal fields are not editable.
To make a correction, complete the following fields for the selected transaction:
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.
2. Corr Amt: Enter the amount of the correction in this field. You can correct 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.

If you intend to correction the parent charge of the child transactions shown in the Associated Transactions for Selected Charge section, you will need to correct each transaction shown and then follow the instructions for correcting the parent charge.
Click Save.