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Posted payment plan payment to account, can't correct it.
Posted: Tue Feb 14, 2012 1:40 pm
by mzrdmd
My FD erroneously applied a payment directly to a patient's account instead of to the payment plan. The patient's wife is the guarantor of the payment plan. His account is now showing a credit of $200, and the payment plan is showing that he did not make the payment. I can't delete the deposit from the regular account because it is part of a deposit from the last week of January. How can I straighten this out ? I'm trying to do my billing, and this snafu is really screwing up their statement.
Thanks,
Mike
Re: Posted payment plan payment to account, can't correct it
Posted: Tue Feb 14, 2012 10:07 pm
by jordansparks
Maybe a payment of $0 with 2 splits on it, one for -200 to the regular account, and the other for 200 to the payment plan?
Re: Posted payment plan payment to account, can't correct it
Posted: Wed Feb 15, 2012 2:23 pm
by Pruce Dental
could the OP just delete the one deposit in question then remove the one item that doesn't belong and then remake the deposit with the old date?
Re: Posted payment plan payment to account, can't correct it
Posted: Wed Feb 15, 2012 7:08 pm
by jordansparks
Yes, that's the usual suggested workaround, but the original post indicated that that was not easy to do for some reason.
Re: Posted payment plan payment to account, can't correct it
Posted: Sat Feb 18, 2012 2:26 pm
by mzrdmd
It wouldn't let me delete the deposit. I don't remember what the reason was.
I just posted an adjustment to the account of -200 with a note that it was transferred to the payment plan. Then I posted a payment to the payment plan, and that was it. Dunno why I didn't think of that sooner !
Thanks for the help, BTW.
Mike