how to change approved invoices without creating credit on a patient's account
Hello there!
I emailed 3 days ago asking for help with this in more detail but thought I'd try to forum too.
How do I change approved invoices in charm without creating credit on a patient's account?
The situation is this: A patient thought that their insurance deductible re-set mid-year. Turns out it did not and insurance paid in full except for a $25 copay amount. The patient at the time of the visit paid cash for Time of Service rates. I have refunded the patient the difference between what they paid cash and the $25 copay on our merchant services system. Now I want to update the previously approved invoice to show that they patient actually only paid the $25 copay (as the refund was already processed directly on the patient's credit card). How do I update the invoice in charm without charm automatically adding credit to the patient's account?
Thank you!
Jessica
I emailed 3 days ago asking for help with this in more detail but thought I'd try to forum too.
How do I change approved invoices in charm without creating credit on a patient's account?
The situation is this: A patient thought that their insurance deductible re-set mid-year. Turns out it did not and insurance paid in full except for a $25 copay amount. The patient at the time of the visit paid cash for Time of Service rates. I have refunded the patient the difference between what they paid cash and the $25 copay on our merchant services system. Now I want to update the previously approved invoice to show that they patient actually only paid the $25 copay (as the refund was already processed directly on the patient's credit card). How do I update the invoice in charm without charm automatically adding credit to the patient's account?
Thank you!
Jessica
Topic Participants
Jessica Giese-Gardner
SambaMurthy K