Edit Insurance Payments

When necessary, you can edit insurance payments from the Transactions module > Insurance Payment tab.

Example: The wrong code or amount was entered.

Note: Payments that have already been allocated must be unallocated before they can be edited.

To edit an insurance payment:

  1. Open the Transactions module and click the Insurance Payment tab > Ins. Payments (All) sub-tab.

  2. Search for and select the insurance company.

    3. Note: The full list displays if the Load all Ins. companies in list checkbox is selected in the Transaction Options window > Payment Options section.

    1. Enter the first character(s) of the company you are searching for based on the column headings and click the applicable heading to sort.

      2. Tip: You can enter an underscore (_) to display all results within the column.

      Note: You can select the Include Inactive checkbox to include inactive insurance companies in the search.

    2. Select a listed insurance company.
  3. Select a listed payment.
  4. Modify the fields as necessary and click Modify.