Help : Manage Charges and Payments

Right-click on a charge in the Billing block or the Billing History pop-out to (1) delete, (2) edit, (3) refund, or (4) if the charge was added in an encounter note, add a positive or negative adjustment charge to the note. To get to the right click menu for encounter note charges in the Billing block, however, you must first click on the encounter note to show nested charges.

Right click on a payment in the Billing block or Billing History pop-out to delete or, if the payment was added in an encounter note, add a positive or negative adjustment charge to the note. To the extent that a deleted payment was applied against unpaid charges, those charges will be marked as fully or partially unpaid until additional payments or credits are applied. To edit allocation of a payment to charges, you must delete the original payment and then re-add it, changing the allocation to unpaid charges as needed.

To edit/manage the practice's charge list, go to the Admin drop-down menu and click on Manage... --> Charge List.