Verification of Payments

The Payment Detail Report includes a feature that allows users to verify individual patient and payor payments, enabling the reconciliation of payments within their bank.

Steps to Verify Payments:

1) Navigate to the Reporting tab on the left-hand navigation menu.

2) Click on the Billing tab.

3) Then click the Payment Detail tab.

4) At the top right corner of the report, select the "Verify" checkbox filter. This will display only unverified payments.

5) Select the payments either individually or in batches. Only unverified payments will be selectable.

6) Once the payments are selected, press the Save button. The payments will now be verified.

Unverification of Payments

To revert a previously verified payment back to an editable state, use the "Unverify" feature.

Steps to Unverify Payments:

1) Navigate to the Reporting tab on the left-hand navigation menu.

2) Click on the Billing tab.

3) Then click the Payment Detail tab.

4) At the top right corner of the report, select the "Unverify" checkbox filter. This will display only verified payments.

5) Select the payments either individually or in batches. Only verified payments will be selectable.

6) Once the payments are selected, press the Save button. The payments will now be unverified, and users can edit them again.