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Kareo Help Center


Updated: 10/01/2020
Views: 12987

View a complete log of all financial transactions and find, edit, or delete payments when necessary.

You will always begin with finding the payment before editing or deleting a payment.

Find Payment

  1. On the top menu bar, click Encounters > Find Payments. The Find Payment window opens.
    Tip_Icon.pngTip: For faster navigation, press F10 on your keyboard.
  2. When there are numerous payments, use the filters to narrow the search. Then, click Find Now.
    1. Select a tab to display a list of payments.
      Note: The following tabs only display when an Online payment has been entered or received. 
      • All: Lists In-office and Online payments.
      • In-office: Selected by default and lists payments entered via Receive Payment.
      • Online: 
        • Lists payments entered via the Collect Patient Payment feature (or Collect Payment in the Kareo Platform).
        • For Patient Portal and Patient Payments enabled customers, this tab also lists patient payments made via the Patient Portal and via the patient statements code to pay online.
        • For Instamed enabled customers, this tab also lists patient payments made via the patient statements link to pay online.
    2. Use the Look For search bar to enter all or part of a keyword for the payment.
    3. Search in: Click the drop-down arrow to select a specific field to search.
    4. Show unapplied only: Selected by default and lists payments with unapplied balances only. When searching for an applied payment, click to deselect. 

Edit Payment

  1. Find the payment then double click to open it.
  2. Make the necessary changes.
  3. Click Save.

Delete Payment

  1. Find the payment then click to select it > Delete. A confirmation pop-up appears.
  2. Click Yes to confirm the deletion. The payment is deleted. 

Note: Only payments with no amounts applied to records, such as a claim or refund, can be deleted. 

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