Payments and adjustments entered into Therabill can be updated as needed. This can be done from the Single Session Entry page (Payments > Enter Payment > Single Session) or from the Search Payments page (Payments > Search Payments).
Note: It is not recommended to edit Client payments if you are integrated with WebPT. You should edit those payments in WebPT directly.
Single Session - Enter Payment Form
If you know the Date of Service for the payment or adjustment you want to update, then it is probably quicker to use this method.
- Navigate to Payments > Enter Payment > Single Session. You can also simply click on the Payments tab.
- Locate the session that the payment was applied to. You can filter the results by entering a client name and/or Date of Service range.
- Once you have located the session, click the enter payment
icon to open the Single Session Payment form for that session.
- The Payment History section is located in the bottom-left. All payments and adjustments applied to this session will be listed there. To edit the payment or adjustment, click the
icon associated with the payment. 
- If you are editing client payments, you will receive an additional screen with four options. Just select Edit Pmt to make changes to the payment.
- Make any edits and Save Changes.
Search Payments
If you do not know the Date of Service of the session or if the payment is unassigned, then use the following method:
- Navigate to Payments > Search Payments.
- The Payment Search page contains a list of all payments and adjustments entered into the system. Use the variety of search filters to help you find a specific payment. Common filters are Client Name, Posted Date Range, and Show Payment Type.
- Once you have located the specific payment that you want to edit, click the edit icon.
- If you are editing client payments, you will receive an additional screen with four options. Just select Edit Pmt to make changes to the payment.
- Make any edits and Save Changes.
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