You may need to delete a payment in Genie at times if you have receipted an invoice incorrectly, or perhaps need to refund a patient or organisation.
Before you delete a payment, it's worthwhile considering whether it's really necessary to do so. The majority of errors made while receipting can be rectified without deleting records.
Delete a single payment
- In the Patient list or the Appointment Book, highlight the patient's name and navigate to Billing > Account History;
- Locate the relevant invoice on the left;
- Highlight the associated payment in the Payments section at the bottom;
- Click the Delete button and enter a reason for deletion;
This note will appear in the Audit Report so it's important to make sure accurate reasons are recorded. If your practice uses generic usernames (e.g. nurse, reception), you should consider including initials as part of the reason for deletion.
- Click OK.
The payment will be successfully deleted and the invoice will have an outstanding balance. If you also need to delete an associated invoice, see our article on deleting invoices.
If your deleted payment has already been sealed in a banking batch, this will still continue to appear in that banking batch. If refunding a patient (i.e. crediting the invoice), a note will need to be made outside of Genie for your banking records.
Delete multiple payments
When following the above steps you may come across the below alert, which simply means there are multiple items/invoices that have been receipted in the same transaction (e.g. a Medicare claim).
Click Cancel to this alert, then with the payment highlighted, click the Print button instead to print a copy of the receipt. This will assist with re-receipting the other items on the receipt if necessary to do so.
You can then continue to delete the payment using the steps above.