Right-click on a charge in the Billing block or the Billing History pop-out to (1) delete, (2) edit, (3) refund, or (4) if the charge was added in an encounter note, add a positive or negative adjustment charge to the note. To get to the right click menu for encounter note charges in the Billing block, however, you must first click on the encounter note to show nested charges.
Right click on a payment in the Billing block or Billing History pop-out to delete or, if the payment was added in an encounter note, add a positive or negative adjustment charge to the note. To the extent that a deleted payment was applied against unpaid charges, those charges will be marked as fully or partially unpaid until additional payments or credits are applied. To edit allocation of a payment to charges, you must delete the original payment and then re-add it, changing the allocation to unpaid charges as needed.
What if i place charges is the wrong patient's chart?
If you place charges in the wrong patients chart you can simply open up the billing block in the patients chart where those charges currently reside and right click on the charges to delete. The go to the correct patient's chart and add the charges in.
If you placed a cash or check payment in the wrong patients chart you can unallocate the payment by right clicking on it and unallocating (while in the billing block) , then voiding that charge. Then go to the correct patient's chart and add in the credit or payment as appropriate. If it is a credt card charge then please submit a support email to MDHQ with both the Patient ID's and the Charge date and amount that needs to be moved over.