Correct a Payment Posted to the Wrong Account

Did you post a payment in the wrong account in error? Never fear! Here's what to do:

1. Open the patient's chart. 

William, our example patient, had a payment posted in Account 2 (dad Travis) that should have been posted in Account 1(mom Sarah). This created a credit in Account 2:

2. First, check the ledger to see if the payment has been marked deposited. If it has not yet been deposited (meaning you don't see a checkmark next to it), then congratulations! It's not too late to void the payment and re-enter it correctly! See the related article, Void a Transaction, below.

3. If the payment has been marked deposited (see below) then continue to the next step.

4. Open the transaction window by going to Action > New Transaction or typing Command T.

5. When the transaction window opens, toggle to the account holder who should not have the payment on their ledger.  (In our example, this would be Travis.)

6. Select [+] account adjustment and enter your Tops Ortho password. For the Positive Adjustment Type, select [+]Transfer Credit Adjustment and click Use Selected Adjustment Type.

7. Enter the amount of the payment, and enter a note explaining what happened. Click Process Charges and Payments. This will clear the credit out of Travis's account.

8. Open up the transaction window again by going to Action > New Transaction or typing Command T.

9. When the transaction window opens, toggle to the account holder who SHOULD have the payment on their ledger. (In our example, this would be Sarah.)

10. Select [-] account adjustment and enter your Tops Ortho password. For the Negative Adjustment Type, select [-] Transfer Credit Adjustment and click Use Selected Adjustment Type.

11. Enter the amount of the payment, and enter a note explaining what happened. Click Process Charges and Payments. This will move the $200 credit to Sarah's account, where it belongs!