How do I Reverse an Encounter, to Delete or Modify?

How do I Reverse an Encounter, to Delete or Modify?


How do I Reverse an Encounter, to Delete or Modify?

If there are payments posted against this Encounter, new Receipts is created by this action. The new Receipt must be manually posted. Take special note of the Insurance posting.  We suggest you take a screenshot if you do not have an ERA to refer back to or otherwise make note of the payments.  On the off chance, a Patient Payment  incorrectly posted you may want to delete that receipts BEFORE you reverse the charge. 

Click from the Encounter Dashboard 

  1. Use ‘Method’ drop down:
    Reverse for Deletion:  Deletes Encounter by creating an equal but opposite Encounter that is not editable and is fully reported in the current accounting period. 
    Reverse for Modification:  Deletes Encounter by creating an equal but opposite Encounter that is not editable AND creates a ‘clone’ of the original that is editable and is fully reported in the current accounting period.  
  2. Add A Note
  3. Check all boxes
  1. If this message is present, transactions (payment/adjustments) existing on the original Encounter will be Undone.    When transaction is a payment there is Escrow on a new receipt.  Resolve the new Escrow immediately, whenever possible.  The payments posted are detailed below, you are required to manually re-post these to the new (cloned) encounter or elsewhere. See the next page for details


  1. [Save] - this button is gray if you have not check all the boxes (3) 

After you have deleted or modified an Encounter with Payment transactions, follow these steps:

  1. Click the Receipts link from the Encounter or Patient Dashboard
  2. Filter the Receipts for 'Escrow Only' 
  3. Click on the Receipt link that has the Note: 'Reversal of Receipt No. XX' link and the correct dollar amount
  4. [Post] the new Receipt