Payment and Adjustment Actions

There are several different actions that can be performed using a payment or after it has been posted. The following articles explain how and when to perform the actions.

How To Move a Charge - This can be used when you find a session or service line in the wrong area. For example, you may have invoiced the wrong payer and need to resubmit the claim.

Unassigning Client Payments - This can be used when you need to remove a client payment from a service line and return it to the client's unassigned balance (piggy bank).

Reassigning Client Payments - This can be used when you want to move a client between service lines.

How to Edit a Payment or Adjustment - This can be used when a payment/adjustment was entered into the system incorrectly. Note: A client payment amount should never be edited in Therabill if you initially entered the payment into WebPT. However, the payment information can be edited.

How to Delete a Payment or Adjustment - This can be used if you would like to completely remove payment/adjustment from the system. Note: A client payment should never be deleted in Therabill if you initially entered the payment into WebPT. However, the payment information can be edited.

Refunding Overpayments and Unassigned Client Payments - This can be used designate that funds have been refunded to a client.