Use the Reversal feature of the patient ledger to correct an error if you post a charge or payment for the wrong amount, or post a transaction unintentionally, or need to completely remove a transaction for any reason.
Get Started
Create Transaction Reversal List - Use the Transaction Reversal table to categorize the reasons for reversing transactions you have posted to patient accounts, such as transactions posted for the wrong amount, and transactions posted accidentally.See "Set Up Transaction Reversal Table" for details.
Use This Feature
Transfer Payment vs Refund vs Reversal - If you accidentally post a payment to the wrong account, use the Transfer feature to move the payment to the correct account. In contrast, if someone has paid too much on an account, use the Refund feature to either refund the money to the responsible party, or transfer the funds to another account. Finally, if you posted a payment for the wrong amount, or posted a payment unintentionally, or need to completely remove a payment for any reason, use the Reversal feature.
Open the Patient Ledger Open the ledger of the patient with the incorrect transaction. You can open this feature in multiple ways: Use the method that's most convenient for you. If a patient folder is not already open, you will use Fast Find to choose the patient
to work with. Otherwise, ViewPoint will default to working with the currently selected patient.
ViewPoint Shortcut Menu View > Ledger. (Or, press Alt+V on your keyboard to open the View menu options.)
Post Transaction Window Click the Ledger button. (Or press Alt+L on your keyboard from the Post Transaction window.)
Patient Fingerprint - You can enable patients to open the ledger when they touch the fingerprint sensor installed at your workstation. See "Set Up ViewPoint Properties" for details.
Initiate Reversal Right-click the incorrect transaction, and select Reverse Transaction.
Finish Click Adjust to confirm your action, or click Cancel to exit without completing the reversal.
More Information
Bulk Payment Reversals - If you reverse any transaction that was originally part of a bulk payment, all transactions in that bulk payment will be reversed.
Offset Transaction - ViewPoint posts
an offsetting transaction for accounting purposes. Both the original transaction and the offsetting
transaction will appear red
in the ledger.
Posting the Correct Transaction - If you are correcting a transaction you posted for the wrong amount, or a charge that you posted to the wrong account, be sure to post
the correct transaction to the correct account as needed.
One-Time Reversal - Once you have reversed a transaction,
you cannot undo the reversal.
Posting Fix Option In rare instances, you may need to repost a payment that has already appeared on a deposit slip. If this occurs, flag the correct transaction
as a Posting Fix before clicking Post to maintain the integrity of today's deposit slip. If
you catch a mistake before it appears on a deposit slip, do not flag the correcting payment as a posting fix, or it will not
appear on a deposit slip at all.
Reversing Contract Charges - You can reverse only manually-posted transactions: Contract charges can only be changed by editing the contract. (See "Edit a Patient Contract" for details.)
Patient Forms - Reversed transactions do not appear on patient statements or Financial Histories.
Print Report - Run a Reversals and Fixes report to review transactions that have been reversed
and flagged as Posting
Fix,
for any range of Transaction reports or dates. See "Reversals & Fixes Reports" for details.
Open the ledger of the patient with the incorrect transaction. You can open this feature in multiple ways: Use the method that's most convenient for you. If a patient folder is not already open, you will use Fast Find to choose the patient
to work with. Otherwise, 
Ledger.
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