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Adjusting A Provider (After The Fact)

Learn how to adjust a provider on an invoice after the fact!

Updated over 3 months ago

In situations where you need to adjust the provider listed on invoice line items after the patient has been checked out, your team will want to follow the below steps:

  1. Navigate to the patient’s invoice screen (patient does not need to be checked in)

  1. Click +New Invoice at the top of the Invoices column

  2. Enter the Reason for Invoice and select Provider

  3. Add the line item/items that had the incorrect provider on the previous invoice with a negative quantity and negative price. You will want to list the incorrect provider on these items

  4. Add the same line item/items again but now leave positive prices and quantities. You will want to list the correct provider on these items

  1. Verify that the invoice total is $0.00

  2. Close the invoice


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