Important! Note the difference between a correction and a credit or reversal:

Correction Credit or Reversal When to use it: A correction ought to be used where the invoice/payment was mistakenly entered into the system and never should have occurred. A reversal or credit ought to be used where the original invoice/payment was correct at the time, but where it now must be changed e.g. where a patient disputes an item that was invoiced, where a cheque bounced or where a governmental claim has been rejected. Dates: A correction will adopt the date of the entry that is being corrected and so will affect the accounting reports of that original month (although My Practice also keeps a record of the correction and records the date when it was physically made). The credit or reversal is a separate event and will adopt the date on which it was entered and will effect the current month’s account. Statements: Corrected items should never have occurred and so will not show up on the patient’s statements. Credits and reversals will be shown on the patient’s statement.

Correcting or reversing payments Select the Account Payment tab. Highlight the payment you want to correct or reverse by clicking on it in the Payments list (tick Show All if it is not visible). Click the Payment Action [Reverse] or [Correct Entry] from the menu on the right. Enter the details as prompted and click OK.

Crediting entire invoices Select the Account Payment tab. Highlight the invoice that you want to credit by clicking on it in the Invoice list (tick Show All if it is not visible). Click the Invoice Action [Credit All Items] from the menu on the right.

Crediting or correcting individual invoice items Select the Account Payment tab. Find the invoice that you want to correct or credit in the Invoice list (tick Show All if it is not visible). Click on [+] to drill down to the item details. If the invoice contains more than one item, they will appear as a list.  Highlight the item that you want to correct or credit by clicking on it. Click the Invoice Action [Credit this item] or [Correct Entry] from the menu on the right. Enter the details as prompted and click OK. Note: Invoices can only be corrected on an item by item basis, so the [Correct Entry] option only appears when an individual item is highlighted.